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 | $165,439 | $82,286+101.1% | $68,791+140.5% | $134,475+23.0% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -16.50% | -2.19%-14.3pp | -6.38%-10.1pp | 417.96%-434.5pp |
| Employer contribution / active EE | $10,044 | $3,301+204.3% | $2,655+278.3% | $4,740+111.9% |
| Participant deferral / active EE | $6,901 | $4,739+45.6% | $3,941+75.1% | $6,400+7.8% |
| Admin fee / account holder | $5,292 | $6,481-18.3% | $4,932+7.3% | $11,426-53.7% |