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 | $126,538 | $81,900+54.5% | $119,609+5.8% | $68,494+84.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.89% | -23.82%+6.9pp | -14.97%-1.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $5,029 | $2,693+86.7% | $4,232+18.8% | $2,596+93.7% |
| Participant deferral / active EE | $11,029 | $4,148+165.9% | $5,602+96.9% | $4,027+173.9% |
| Admin fee / account holder | $17,705 | $6,582+169.0% | $10,323+71.5% | $5,403+227.7% |