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 | $181,534 | $211,958-14.4% | $169,463+7.1% | $135,375+34.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.40% | 3.26%-7.7pp | 1.83%-6.2pp | 519.73%-524.1pp |
| Employer contribution / active EE | $7,306 | $5,120+42.7% | $4,159+75.7% | $4,779+52.9% |
| Participant deferral / active EE | $8,167 | $6,075+34.4% | $5,277+54.8% | $5,609+45.6% |
| Admin fee / account holder | $2,453 | $11,471-78.6% | $9,109-73.1% | $10,827-77.3% |