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 | $207,651 | $147,167+41.1% | $111,392+86.4% | $135,375+53.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -4.35% | -4.44%+0.1pp | -2.06%-2.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $6,659 | $5,204+28.0% | $4,328+53.9% | $4,779+39.3% |
| Participant deferral / active EE | $12,689 | $6,565+93.3% | $5,567+127.9% | $5,609+126.2% |
| Admin fee / account holder | $840 | $20,270-95.9% | $12,266-93.2% | $10,827-92.2% |