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 | $135,666 | $64,707+109.7% | $112,228+20.9% | $68,494+98.1% |
| Participation rate | 83.3% | 67.2%+16.2pp | 75.1%+8.3pp | 67.9%+15.4pp |
| Annual return | -16.67% | -11.40%-5.3pp | 27.45%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $11,928 | $2,746+334.4% | $3,635+228.2% | $2,596+359.4% |
| Participant deferral / active EE | $6,752 | $3,565+89.4% | $4,728+42.8% | $4,027+67.7% |
| Admin fee / account holder | $44,565 | $5,232+751.8% | $6,410+595.2% | $5,403+724.9% |