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 | $209,891 | $167,484+25.3% | $151,611+38.4% | $134,475+56.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.72% | 7.80%-19.5pp | 3.33%-15.0pp | 417.96%-429.7pp |
| Employer contribution / active EE | $2,298 | $6,829-66.3% | $6,166-62.7% | $4,740-51.5% |
| Participant deferral / active EE | $4,427 | $8,986-50.7% | $8,363-47.1% | $6,400-30.8% |
| Admin fee / account holder | $457 | $13,783-96.7% | $11,616-96.1% | $11,426-96.0% |