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 | $238,309 | $82,286+189.6% | $68,791+246.4% | $134,475+77.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -2.07% | -2.19%+0.1pp | -6.38%+4.3pp | 417.96%-420.0pp |
| Employer contribution / active EE | $614 | $3,301-81.4% | $2,655-76.9% | $4,740-87.1% |
| Participant deferral / active EE | $8,117 | $4,739+71.3% | $3,941+106.0% | $6,400+26.8% |
| Admin fee / account holder | $11,950 | $6,481+84.4% | $4,932+142.3% | $11,426+4.6% |