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 9-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 | $87,169 | $64,707+34.7% | $112,228-22.3% | $68,494+27.3% |
| Participation rate | 79.3% | 67.2%+12.2pp | 75.1%+4.2pp | 67.9%+11.4pp |
| Annual return | -19.23% | -11.40%-7.8pp | 27.45%-46.7pp | -7.84%-11.4pp |
| Employer contribution / active EE | $5,010 | $2,746+82.5% | $3,635+37.9% | $2,596+93.0% |
| Participant deferral / active EE | $5,523 | $3,565+54.9% | $4,728+16.8% | $4,027+37.1% |
| Admin fee / account holder | $8,447 | $5,232+61.4% | $6,410+31.8% | $5,403+56.3% |