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 | $193,143 | $95,862+101.5% | $79,550+142.8% | $134,475+43.6% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -13.47% | -2.69%-10.8pp | 0.16%-13.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $9,168 | $3,128+193.1% | $2,413+279.9% | $4,740+93.4% |
| Participant deferral / active EE | $2,621 | $4,693-44.2% | $3,985-34.2% | $6,400-59.0% |
| Admin fee / account holder | $3,826 | $9,126-58.1% | $6,832-44.0% | $11,426-66.5% |