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 | $213,546 | $85,790+148.9% | $67,313+217.2% | $135,375+57.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -2.19% | -0.54%-1.7pp | -4.08%+1.9pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,340 | $3,487-61.6% | $2,566-47.8% | $4,779-72.0% |
| Participant deferral / active EE | $12,250 | $4,651+163.4% | $3,568+243.3% | $5,609+118.4% |
| Admin fee / account holder | $1,275 | $6,392-80.1% | $4,507-71.7% | $10,827-88.2% |