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 | $245,083 | $92,222+165.8% | $76,768+219.3% | $135,375+81.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.92% | 5.46%-12.4pp | 2.43%-9.3pp | 519.73%-526.7pp |
| Employer contribution / active EE | $813 | $3,216-74.7% | $2,485-67.3% | $4,779-83.0% |
| Participant deferral / active EE | $3,253 | $4,509-27.8% | $3,852-15.5% | $5,609-42.0% |
| Admin fee / account holder | $855 | $10,748-92.0% | $6,675-87.2% | $10,827-92.1% |