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 | $197,632 | $100,754+96.2% | $86,677+128.0% | $134,475+47.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.00% | 29.04%-45.0pp | 35.91%-51.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,645 | $3,489-52.9% | $2,836-42.0% | $4,740-65.3% |
| Participant deferral / active EE | $5,891 | $5,338+10.4% | $4,656+26.5% | $6,400-8.0% |
| Admin fee / account holder | $3,028 | $10,926-72.3% | $7,493-59.6% | $11,426-73.5% |