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 | $240,818 | $167,484+43.8% | $151,611+58.8% | $134,475+79.1% |
| Participation rate | 87.0% | 88.4%-1.4pp | 87.5%-0.5pp | 81.2%+5.7pp |
| Annual return | -15.22% | 7.80%-23.0pp | 3.33%-18.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,929 | $6,829-57.1% | $6,166-52.5% | $4,740-38.2% |
| Participant deferral / active EE | $11,715 | $8,986+30.4% | $8,363+40.1% | $6,400+83.1% |
| Admin fee / account holder | $41,165 | $13,783+198.7% | $11,616+254.4% | $11,426+260.3% |