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 | $181,312 | $167,484+8.3% | $151,611+19.6% | $134,475+34.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.87% | 7.80%-28.7pp | 3.33%-24.2pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,712 | $6,829-74.9% | $6,166-72.2% | $4,740-63.9% |
| Participant deferral / active EE | $7,234 | $8,986-19.5% | $8,363-13.5% | $6,400+13.0% |
| Admin fee / account holder | $417 | $13,783-97.0% | $11,616-96.4% | $11,426-96.4% |