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 | $165,456 | $81,900+102.0% | $119,609+38.3% | $68,494+141.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 5.30% | -23.82%+29.1pp | -14.97%+20.3pp | -7.84%+13.1pp |
| Employer contribution / active EE | $2,504 | $2,693-7.0% | $4,232-40.8% | $2,596-3.5% |
| Participant deferral / active EE | $6,070 | $4,148+46.3% | $5,602+8.3% | $4,027+50.7% |
| Admin fee / account holder | $2,792 | $6,582-57.6% | $10,323-73.0% | $5,403-48.3% |