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 | $210,897 | $64,707+225.9% | $112,228+87.9% | $68,494+207.9% |
| Participation rate | 81.5% | 67.2%+14.3pp | 75.1%+6.4pp | 67.9%+13.6pp |
| Annual return | -17.24% | -11.40%-5.8pp | 27.45%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,602 | $2,746-41.6% | $3,635-55.9% | $2,596-38.3% |
| Participant deferral / active EE | $4,751 | $3,565+33.3% | $4,728+0.5% | $4,027+18.0% |
| Admin fee / account holder | $13,307 | $5,232+154.3% | $6,410+107.6% | $5,403+146.3% |