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 | $192,068 | $131,829+45.7% | $108,579+76.9% | $273,961-29.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.93% | -91.57%+96.5pp | -51.70%+56.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $3,462 | $4,912-29.5% | $3,758-7.9% | $4,869-28.9% |
| Participant deferral / active EE | $2,837 | $5,127-44.7% | $4,311-34.2% | $5,287-46.3% |
| Admin fee / account holder | $4,364 | $10,252-57.4% | $7,645-42.9% | $10,132-56.9% |