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 | $140,018 | $95,862+46.1% | $79,550+76.0% | $134,475+4.1% |
| Participation rate | 89.5% | 75.0%+14.4pp | 69.5%+20.0pp | 81.2%+8.3pp |
| Annual return | -11.80% | -2.69%-9.1pp | 0.16%-12.0pp | 417.96%-429.8pp |
| Employer contribution / active EE | $2,566 | $3,128-18.0% | $2,413+6.3% | $4,740-45.9% |
| Participant deferral / active EE | $7,213 | $4,693+53.7% | $3,985+81.0% | $6,400+12.7% |
| Admin fee / account holder | $29,643 | $9,126+224.8% | $6,832+333.9% | $11,426+159.4% |