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 8-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 | $142,828 | $127,386+12.1% | $115,037+24.2% | $125,391+13.9% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -2.32% | 31.28%-33.6pp | 26.14%-28.5pp | 282.22%-284.5pp |
| Employer contribution / active EE | $11,300 | $5,166+118.7% | $4,608+145.2% | $4,866+132.2% |
| Participant deferral / active EE | $7,981 | $6,423+24.2% | $6,026+32.4% | $5,352+49.1% |
| Admin fee / account holder | $14,121 | $9,516+48.4% | $8,175+72.7% | $9,540+48.0% |