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 | $216,042 | $77,813+177.6% | $123,544+74.9% | $64,186+236.6% |
| Participation rate | 89.1% | 74.7%+14.4pp | 82.3%+6.8pp | 69.6%+19.6pp |
| Annual return | -3.97% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $3,006 | $3,014-0.3% | $4,628-35.1% | $2,381+26.2% |
| Participant deferral / active EE | $9,294 | $5,240+77.4% | $6,426+44.6% | $3,470+167.9% |
| Admin fee / account holder | $2,014 | $5,519-63.5% | $9,284-78.3% | $4,888-58.8% |