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 | $166,830 | $142,344+17.2% | $119,609+39.5% | $134,475+24.1% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -3.33% | -12.44%+9.1pp | -14.97%+11.6pp | 417.96%-421.3pp |
| Employer contribution / active EE | $6,066 | $5,222+16.2% | $4,232+43.3% | $4,740+28.0% |
| Participant deferral / active EE | $14,364 | $6,469+122.0% | $5,602+156.4% | $6,400+124.4% |
| Admin fee / account holder | $2,257 | $13,584-83.4% | $10,323-78.1% | $11,426-80.2% |