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 | $237,437 | $167,484+41.8% | $151,611+56.6% | $134,475+76.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -18.45% | 7.80%-26.2pp | 3.33%-21.8pp | 417.96%-436.4pp |
| Employer contribution / active EE | $6,345 | $6,829-7.1% | $6,166+2.9% | $4,740+33.9% |
| Participant deferral / active EE | $11,695 | $8,986+30.1% | $8,363+39.8% | $6,400+82.7% |
| Admin fee / account holder | $3,205 | $13,783-76.7% | $11,616-72.4% | $11,426-71.9% |