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 | $217,169 | $95,862+126.5% | $79,550+173.0% | $134,475+61.5% |
| Participation rate | 94.1% | 75.0%+19.1pp | 69.5%+24.6pp | 81.2%+12.9pp |
| Annual return | -12.61% | -2.69%-9.9pp | 0.16%-12.8pp | 417.96%-430.6pp |
| Employer contribution / active EE | $6,219 | $3,128+98.8% | $2,413+157.7% | $4,740+31.2% |
| Participant deferral / active EE | $3,289 | $4,693-29.9% | $3,985-17.5% | $6,400-48.6% |
| Admin fee / account holder | $7,066 | $9,126-22.6% | $6,832+3.4% | $11,426-38.2% |