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 | $154,296 | $58,577+163.4% | $83,333+85.2% | $64,186+140.4% |
| Participation rate | 95.1% | 72.0%+23.1pp | 77.8%+17.4pp | 69.6%+25.6pp |
| Annual return | -6.49% | 9.65%-16.1pp | 10.63%-17.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,811 | $2,098+34.0% | $3,379-16.8% | $2,381+18.1% |
| Participant deferral / active EE | $9,303 | $4,654+99.9% | $5,565+67.2% | $3,470+168.1% |
| Admin fee / account holder | $1,681 | $9,275-81.9% | $7,510-77.6% | $4,888-65.6% |