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 | $191,568 | $127,386+50.4% | $115,037+66.5% | $125,391+52.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.49% | 31.28%-32.8pp | 26.14%-27.6pp | 282.22%-283.7pp |
| Employer contribution / active EE | $8,161 | $5,166+58.0% | $4,608+77.1% | $4,866+67.7% |
| Participant deferral / active EE | $17,114 | $6,423+166.5% | $6,026+184.0% | $5,352+219.8% |
| Admin fee / account holder | $1,151 | $9,516-87.9% | $8,175-85.9% | $9,540-87.9% |