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 | $202,378 | $167,307+21.0% | $143,757+40.8% | $134,475+50.5% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -16.57% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $11,771 | $5,619+109.5% | $4,951+137.7% | $4,740+148.3% |
| Participant deferral / active EE | $6,328 | $6,446-1.8% | $5,637+12.3% | $6,400-1.1% |
| Admin fee / account holder | $6,761 | $18,088-62.6% | $14,673-53.9% | $11,426-40.8% |