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 | $190,082 | $99,032+91.9% | $80,019+137.5% | $135,375+40.4% |
| Participation rate | 83.3% | 78.4%+5.0pp | 75.8%+7.5pp | 82.6%+0.7pp |
| Annual return | -4.17% | 15.39%-19.6pp | 11.22%-15.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,083 | $3,043-31.5% | $2,468-15.6% | $4,779-56.4% |
| Participant deferral / active EE | $5,893 | $4,282+37.6% | $3,686+59.9% | $5,609+5.1% |
| Admin fee / account holder | $4,500 | $10,436-56.9% | $6,521-31.0% | $10,827-58.4% |