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 | $229,218 | $211,958+8.1% | $169,463+35.3% | $135,375+69.3% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -3.20% | 3.26%-6.5pp | 1.83%-5.0pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,615 | $5,120-48.9% | $4,159-37.1% | $4,779-45.3% |
| Participant deferral / active EE | $10,169 | $6,075+67.4% | $5,277+92.7% | $5,609+81.3% |
| Admin fee / account holder | $641 | $11,471-94.4% | $9,109-93.0% | $10,827-94.1% |