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 | $241,450 | $53,162+354.2% | $91,220+164.7% | $68,494+252.5% |
| Participation rate | 76.0% | 63.2%+12.8pp | 73.2%+2.8pp | 67.9%+8.1pp |
| Annual return | -17.77% | -3.14%-14.6pp | 114.01%-131.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,063 | $1,709+20.7% | $2,850-27.6% | $2,596-20.6% |
| Participant deferral / active EE | $4,349 | $2,974+46.3% | $4,234+2.7% | $4,027+8.0% |
| Admin fee / account holder | $3,958 | $4,493-11.9% | $5,420-27.0% | $5,403-26.7% |