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 | $209,862 | $175,600+19.5% | $129,110+62.5% | $134,475+56.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -15.22% | -11.39%-3.8pp | -10.94%-4.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $7,987 | $6,355+25.7% | $5,052+58.1% | $4,740+68.5% |
| Participant deferral / active EE | $13,390 | $7,975+67.9% | $6,542+104.7% | $6,400+109.2% |
| Admin fee / account holder | $1,557 | $23,567-93.4% | $14,302-89.1% | $11,426-86.4% |