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 | $174,682 | $105,860+65.0% | $90,749+92.5% | $134,475+29.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -7.08% | -11.01%+3.9pp | -12.16%+5.1pp | 417.96%-425.0pp |
| Employer contribution / active EE | $6,718 | $3,462+94.0% | $2,921+130.0% | $4,740+41.7% |
| Participant deferral / active EE | $7,834 | $5,216+50.2% | $4,564+71.6% | $6,400+22.4% |
| Admin fee / account holder | $2,279 | $13,938-83.6% | $8,445-73.0% | $11,426-80.1% |