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 | $94,303 | $71,883+31.2% | $86,677+8.8% | $68,494+37.7% |
| Participation rate | 81.8% | 72.2%+9.6pp | 76.6%+5.2pp | 67.9%+13.9pp |
| Annual return | -5.46% | 3.52%-9.0pp | 35.91%-41.4pp | -7.84%+2.4pp |
| Employer contribution / active EE | $4,321 | $2,173+98.9% | $2,836+52.3% | $2,596+66.4% |
| Participant deferral / active EE | $8,642 | $3,779+128.7% | $4,656+85.6% | $4,027+114.6% |
| Admin fee / account holder | $19,800 | $6,112+224.0% | $7,493+164.2% | $5,403+266.5% |