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 | $211,462 | $82,286+157.0% | $68,791+207.4% | $134,475+57.3% |
| Participation rate | 82.6% | 75.1%+7.5pp | 69.0%+13.6pp | 81.2%+1.4pp |
| Annual return | -17.58% | -2.19%-15.4pp | -6.38%-11.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $5,451 | $3,301+65.1% | $2,655+105.3% | $4,740+15.0% |
| Participant deferral / active EE | $6,465 | $4,739+36.4% | $3,941+64.0% | $6,400+1.0% |
| Admin fee / account holder | $10,562 | $6,481+63.0% | $4,932+114.2% | $11,426-7.6% |