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 | $212,582 | $56,357+277.2% | $104,294+103.8% | $68,494+210.4% |
| Participation rate | 90.3% | 63.3%+27.1pp | 73.3%+17.1pp | 67.9%+22.4pp |
| Annual return | -14.04% | -9.19%-4.9pp | 24.61%-38.7pp | -7.84%-6.2pp |
| Employer contribution / active EE | $3,564 | $1,960+81.8% | $3,372+5.7% | $2,596+37.3% |
| Participant deferral / active EE | $8,315 | $3,077+170.2% | $4,625+79.8% | $4,027+106.5% |
| Admin fee / account holder | $19,473 | $4,903+297.2% | $7,339+165.3% | $5,403+260.4% |