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 | $230,350 | $142,344+61.8% | $119,609+92.6% | $134,475+71.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.07% | -12.44%+1.4pp | -14.97%+3.9pp | 417.96%-429.0pp |
| Employer contribution / active EE | $6,238 | $5,222+19.4% | $4,232+47.4% | $4,740+31.6% |
| Participant deferral / active EE | $9,757 | $6,469+50.8% | $5,602+74.2% | $6,400+52.5% |
| Admin fee / account holder | $467 | $13,584-96.6% | $10,323-95.5% | $11,426-95.9% |