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 | $171,397 | $127,386+34.5% | $115,037+49.0% | $125,391+36.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.90% | 31.28%-34.2pp | 26.14%-29.0pp | 282.22%-285.1pp |
| Employer contribution / active EE | $3,888 | $5,166-24.7% | $4,608-15.6% | $4,866-20.1% |
| Participant deferral / active EE | $9,202 | $6,423+43.3% | $6,026+52.7% | $5,352+71.9% |
| Admin fee / account holder | $1,363 | $9,516-85.7% | $8,175-83.3% | $9,540-85.7% |