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 | $163,033 | $57,354+184.3% | $83,848+94.4% | $64,186+154.0% |
| Participation rate | 75.6% | 68.6%+6.9pp | 76.1%-0.6pp | 69.6%+6.0pp |
| Annual return | -7.15% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $4,000 | $2,545+57.2% | $3,631+10.2% | $2,381+68.0% |
| Participant deferral / active EE | $4,903 | $2,993+63.8% | $4,082+20.1% | $3,470+41.3% |
| Admin fee / account holder | $11,857 | $4,046+193.1% | $5,478+116.4% | $4,888+142.6% |