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 | $168,783 | $131,829+28.0% | $108,579+55.4% | $273,961-38.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.21% | -91.57%+98.8pp | -51.70%+58.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $12,935 | $4,912+163.3% | $3,758+244.2% | $4,869+165.7% |
| Participant deferral / active EE | $6,794 | $5,127+32.5% | $4,311+57.6% | $5,287+28.5% |
| Admin fee / account holder | $8,070 | $10,252-21.3% | $7,645+5.6% | $10,132-20.3% |