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 | $170,911 | $167,307+2.2% | $143,757+18.9% | $134,475+27.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.52% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $12,529 | $5,619+123.0% | $4,951+153.1% | $4,740+164.3% |
| Participant deferral / active EE | $13,663 | $6,446+112.0% | $5,637+142.4% | $6,400+113.5% |
| Admin fee / account holder | $805 | $18,088-95.6% | $14,673-94.5% | $11,426-93.0% |