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 | $97,375 | $45,863+112.3% | $77,024+26.4% | $68,494+42.2% |
| Participation rate | 93.5% | 55.9%+37.6pp | 67.9%+25.6pp | 67.9%+25.7pp |
| Annual return | -8.91% | 1.72%-10.6pp | 42.32%-51.2pp | -7.84%-1.1pp |
| Employer contribution / active EE | $3,393 | $1,650+105.7% | $2,812+20.6% | $2,596+30.7% |
| Participant deferral / active EE | $5,512 | $2,962+86.1% | $4,426+24.5% | $4,027+36.9% |
| Admin fee / account holder | $6,314 | $3,041+107.7% | $5,425+16.4% | $5,403+16.9% |