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 | $125,471 | $71,883+74.5% | $86,677+44.8% | $68,494+83.2% |
| Participation rate | 86.1% | 72.2%+13.9pp | 76.6%+9.5pp | 67.9%+18.2pp |
| Annual return | -7.87% | 3.52%-11.4pp | 35.91%-43.8pp | -7.84%0pp |
| Employer contribution / active EE | $4,541 | $2,173+109.0% | $2,836+60.1% | $2,596+74.9% |
| Participant deferral / active EE | $3,519 | $3,779-6.9% | $4,656-24.4% | $4,027-12.6% |
| Admin fee / account holder | $3,661 | $6,112-40.1% | $7,493-51.1% | $5,403-32.2% |