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 | $115,106 | $71,883+60.1% | $86,677+32.8% | $68,494+68.1% |
| Participation rate | 81.8% | 72.2%+9.6pp | 76.6%+5.2pp | 67.9%+13.9pp |
| Annual return | -14.17% | 3.52%-17.7pp | 35.91%-50.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $634 | $2,173-70.8% | $2,836-77.6% | $2,596-75.6% |
| Participant deferral / active EE | $4,383 | $3,779+16.0% | $4,656-5.9% | $4,027+8.8% |
| Admin fee / account holder | $6,171 | $6,112+1.0% | $7,493-17.7% | $5,403+14.2% |