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 | $148,747 | $100,754+47.6% | $86,677+71.6% | $134,475+10.6% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -12.04% | 29.04%-41.1pp | 35.91%-47.9pp | 417.96%-430.0pp |
| Employer contribution / active EE | $4,403 | $3,489+26.2% | $2,836+55.2% | $4,740-7.1% |
| Participant deferral / active EE | $4,390 | $5,338-17.8% | $4,656-5.7% | $6,400-31.4% |
| Admin fee / account holder | $958 | $10,926-91.2% | $7,493-87.2% | $11,426-91.6% |