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 | $139,912 | $71,883+94.6% | $86,677+61.4% | $68,494+104.3% |
| Participation rate | 96.6% | 72.2%+24.3pp | 76.6%+20.0pp | 67.9%+28.7pp |
| Annual return | -14.11% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $10,140 | $2,173+366.7% | $2,836+257.5% | $2,596+290.6% |
| Participant deferral / active EE | $7,243 | $3,779+91.7% | $4,656+55.6% | $4,027+79.9% |
| Admin fee / account holder | $1,954 | $6,112-68.0% | $7,493-73.9% | $5,403-63.8% |