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 | $248,677 | $95,193+161.2% | $76,523+225.0% | $135,375+83.7% |
| Participation rate | 70.0% | 74.4%-4.4pp | 68.0%+2.0pp | 82.6%-12.6pp |
| Annual return | -3.80% | 4.85%-8.7pp | -0.27%-3.5pp | 519.73%-523.5pp |
| Employer contribution / active EE | $966 | $3,302-70.7% | $2,647-63.5% | $4,779-79.8% |
| Participant deferral / active EE | $4,900 | $4,639+5.6% | $3,835+27.8% | $5,609-12.6% |
| Admin fee / account holder | $2,472 | $6,249-60.4% | $4,848-49.0% | $10,827-77.2% |