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 | $214,738 | $110,094+95.0% | $151,611+41.6% | $68,494+213.5% |
| Participation rate | 97.4% | 84.0%+13.5pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | -16.45% | -10.12%-6.3pp | 3.33%-19.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $8,150 | $4,471+82.3% | $6,166+32.2% | $2,596+213.9% |
| Participant deferral / active EE | $11,293 | $6,527+73.0% | $8,363+35.0% | $4,027+180.4% |
| Admin fee / account holder | $6,588 | $7,719-14.6% | $11,616-43.3% | $5,403+21.9% |