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 9-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 | $142,897 | $77,813+83.6% | $123,544+15.7% | $64,186+122.6% |
| Participation rate | 80.6% | 74.7%+5.9pp | 82.3%-1.6pp | 69.6%+11.1pp |
| Annual return | -4.31% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,264 | $3,014-24.9% | $4,628-51.1% | $2,381-4.9% |
| Participant deferral / active EE | $6,272 | $5,240+19.7% | $6,426-2.4% | $3,470+80.8% |
| Admin fee / account holder | $3,157 | $5,519-42.8% | $9,284-66.0% | $4,888-35.4% |