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 | $217,111 | $142,344+52.5% | $119,609+81.5% | $134,475+61.5% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -14.38% | -12.44%-1.9pp | -14.97%+0.6pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,338 | $5,222-36.1% | $4,232-21.1% | $4,740-29.6% |
| Participant deferral / active EE | $6,014 | $6,469-7.0% | $5,602+7.3% | $6,400-6.0% |
| Admin fee / account holder | $4,592 | $13,584-66.2% | $10,323-55.5% | $11,426-59.8% |