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 | $143,988 | $107,791+33.6% | $90,645+58.8% | $135,375+6.4% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.0%+13.5pp | 82.6%+4.9pp |
| Annual return | -2.09% | -0.90%-1.2pp | 1.88%-4.0pp | 519.73%-521.8pp |
| Employer contribution / active EE | $7,115 | $3,018+135.7% | $2,532+181.0% | $4,779+48.9% |
| Participant deferral / active EE | $5,742 | $3,872+48.3% | $3,425+67.7% | $5,609+2.4% |
| Admin fee / account holder | $2,034 | $5,930-65.7% | $4,994-59.3% | $10,827-81.2% |