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 | $189,360 | $127,100+49.0% | $105,738+79.1% | $135,375+39.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | -6.11% | 4.49%-10.6pp | 6.27%-12.4pp | 519.73%-525.8pp |
| Employer contribution / active EE | $13,824 | $4,107+236.6% | $3,268+323.0% | $4,779+189.3% |
| Participant deferral / active EE | $5,184 | $5,064+2.4% | $4,080+27.1% | $5,609-7.6% |
| Admin fee / account holder | $2,515 | $9,087-72.3% | $6,913-63.6% | $10,827-76.8% |