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 | $148,270 | $64,707+129.1% | $112,228+32.1% | $68,494+116.5% |
| Participation rate | 91.2% | 67.2%+24.0pp | 75.1%+16.1pp | 67.9%+23.3pp |
| Annual return | -17.41% | -11.40%-6.0pp | 27.45%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $5,931 | $2,746+116.0% | $3,635+63.2% | $2,596+128.4% |
| Participant deferral / active EE | $14,562 | $3,565+308.5% | $4,728+208.0% | $4,027+261.6% |
| Admin fee / account holder | $5,248 | $5,232+0.3% | $6,410-18.1% | $5,403-2.9% |