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 | $173,662 | $110,094+57.7% | $151,611+14.5% | $68,494+153.5% |
| Participation rate | 81.3% | 84.0%-2.7pp | 87.5%-6.2pp | 67.9%+13.4pp |
| Annual return | -13.51% | -10.12%-3.4pp | 3.33%-16.8pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,024 | $4,471-32.4% | $6,166-51.0% | $2,596+16.5% |
| Participant deferral / active EE | $8,894 | $6,527+36.3% | $8,363+6.3% | $4,027+120.9% |
| Admin fee / account holder | $16,534 | $7,719+114.2% | $11,616+42.3% | $5,403+206.0% |