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 | $138,641 | $81,900+69.3% | $119,609+15.9% | $68,494+102.4% |
| Participation rate | 96.9% | 71.9%+25.0pp | 79.3%+17.6pp | 67.9%+29.0pp |
| Annual return | -11.69% | -23.82%+12.1pp | -14.97%+3.3pp | -7.84%-3.8pp |
| Employer contribution / active EE | $9,511 | $2,693+253.1% | $4,232+124.7% | $2,596+266.3% |
| Participant deferral / active EE | $4,796 | $4,148+15.6% | $5,602-14.4% | $4,027+19.1% |
| Admin fee / account holder | $17,449 | $6,582+165.1% | $10,323+69.0% | $5,403+223.0% |