See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,345 | $87,540+39.8% | $75,781+61.4% | $125,391-2.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.07% | 13.48%-13.6pp | 9.68%-9.8pp | 282.22%-282.3pp |
| Employer contribution / active EE | $6,667 | $3,930+69.6% | $3,323+100.6% | $4,866+37.0% |
| Participant deferral / active EE | $3,157 | $4,229-25.4% | $3,651-13.5% | $5,352-41.0% |
| Admin fee / account holder | $2,282 | $6,502-64.9% | $5,299-56.9% | $9,540-76.1% |