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 | $221,188 | $167,307+32.2% | $143,757+53.9% | $134,475+64.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.43% | 0.46%-10.9pp | -0.04%-10.4pp | 417.96%-428.4pp |
| Employer contribution / active EE | $3,610 | $5,619-35.7% | $4,951-27.1% | $4,740-23.8% |
| Participant deferral / active EE | $4,538 | $6,446-29.6% | $5,637-19.5% | $6,400-29.1% |
| Admin fee / account holder | $2,416 | $18,088-86.6% | $14,673-83.5% | $11,426-78.9% |