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 | $125,870 | $95,193+32.2% | $76,523+64.5% | $135,375-7.0% |
| Participation rate | 81.0% | 74.4%+6.6pp | 68.0%+13.0pp | 82.6%-1.7pp |
| Annual return | -6.00% | 4.85%-10.8pp | -0.27%-5.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,017 | $3,302-38.9% | $2,647-23.8% | $4,779-57.8% |
| Participant deferral / active EE | $3,389 | $4,639-26.9% | $3,835-11.6% | $5,609-39.6% |
| Admin fee / account holder | $3,270 | $6,249-47.7% | $4,848-32.6% | $10,827-69.8% |