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 | $174,531 | $167,484+4.2% | $151,611+15.1% | $134,475+29.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.30% | 7.80%-26.1pp | 3.33%-21.6pp | 417.96%-436.3pp |
| Employer contribution / active EE | $5,878 | $6,829-13.9% | $6,166-4.7% | $4,740+24.0% |
| Participant deferral / active EE | $15,410 | $8,986+71.5% | $8,363+84.3% | $6,400+140.8% |
| Admin fee / account holder | $11,342 | $13,783-17.7% | $11,616-2.4% | $11,426-0.7% |