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 5-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 | $145,118 | $100,754+44.0% | $86,677+67.4% | $134,475+7.9% |
| Participation rate | 94.4% | 78.9%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | -7.50% | 29.04%-36.5pp | 35.91%-43.4pp | 417.96%-425.5pp |
| Employer contribution / active EE | $2,520 | $3,489-27.8% | $2,836-11.2% | $4,740-46.8% |
| Participant deferral / active EE | $5,763 | $5,338+8.0% | $4,656+23.8% | $6,400-9.9% |
| Admin fee / account holder | $1,137 | $10,926-89.6% | $7,493-84.8% | $11,426-90.0% |