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 | $108,845 | $57,354+89.8% | $83,848+29.8% | $64,186+69.6% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | -6.22% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $22,207 | $2,545+772.5% | $3,631+511.6% | $2,381+832.7% |
| Participant deferral / active EE | $2,289 | $2,993-23.5% | $4,082-43.9% | $3,470-34.0% |
| Admin fee / account holder | $5,137 | $4,046+27.0% | $5,478-6.2% | $4,888+5.1% |