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 9-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 | $205,131 | $100,754+103.6% | $86,677+136.7% | $134,475+52.5% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -12.69% | 29.04%-41.7pp | 35.91%-48.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,068 | $3,489-40.7% | $2,836-27.1% | $4,740-56.4% |
| Participant deferral / active EE | $8,315 | $5,338+55.8% | $4,656+78.6% | $6,400+29.9% |
| Admin fee / account holder | $583 | $10,926-94.7% | $7,493-92.2% | $11,426-94.9% |