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 | $177,304 | $167,484+5.9% | $151,611+16.9% | $134,475+31.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.94% | 7.80%-17.7pp | 3.33%-13.3pp | 417.96%-427.9pp |
| Employer contribution / active EE | $10,549 | $6,829+54.5% | $6,166+71.1% | $4,740+122.6% |
| Participant deferral / active EE | $11,113 | $8,986+23.7% | $8,363+32.9% | $6,400+73.6% |
| Admin fee / account holder | $41,343 | $13,783+200.0% | $11,616+255.9% | $11,426+261.8% |