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 | $237,080 | $175,600+35.0% | $129,110+83.6% | $134,475+76.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -16.90% | -11.39%-5.5pp | -10.94%-6.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,412 | $6,355-62.1% | $5,052-52.3% | $4,740-49.1% |
| Participant deferral / active EE | $14,450 | $7,975+81.2% | $6,542+120.9% | $6,400+125.8% |
| Admin fee / account holder | $6,173 | $23,567-73.8% | $14,302-56.8% | $11,426-46.0% |