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 | $204,358 | $45,863+345.6% | $77,024+165.3% | $68,494+198.4% |
| Participation rate | 80.4% | 55.9%+24.5pp | 67.9%+12.5pp | 67.9%+12.5pp |
| Annual return | -16.46% | 1.72%-18.2pp | 42.32%-58.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $7,727 | $1,650+368.4% | $2,812+174.8% | $2,596+197.6% |
| Participant deferral / active EE | $11,358 | $2,962+283.4% | $4,426+156.6% | $4,027+182.0% |
| Admin fee / account holder | $3,551 | $3,041+16.8% | $5,425-34.5% | $5,403-34.3% |