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 | $172,144 | $90,519+90.2% | $93,789+83.5% | $134,475+28.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -9.38% | -15.72%+6.3pp | -11.33%+2.0pp | 417.96%-427.3pp |
| Employer contribution / active EE | $6,275 | $4,343+44.5% | $4,323+45.2% | $4,740+32.4% |
| Participant deferral / active EE | $6,275 | $5,978+5.0% | $6,094+3.0% | $6,400-1.9% |
| Admin fee / account holder | $8,338 | $9,252-9.9% | $7,195+15.9% | $11,426-27.0% |