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 | $191,365 | $131,829+45.2% | $108,579+76.2% | $273,961-30.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.04% | -91.57%+98.6pp | -51.70%+58.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $4,241 | $4,912-13.7% | $3,758+12.8% | $4,869-12.9% |
| Participant deferral / active EE | $2,452 | $5,127-52.2% | $4,311-43.1% | $5,287-53.6% |
| Admin fee / account holder | $3,073 | $10,252-70.0% | $7,645-59.8% | $10,132-69.7% |