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 | $140,363 | $100,754+39.3% | $86,677+61.9% | $134,475+4.4% |
| Participation rate | 95.2% | 78.9%+16.3pp | 76.6%+18.7pp | 81.2%+14.0pp |
| Annual return | -16.56% | 29.04%-45.6pp | 35.91%-52.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,432 | $3,489-30.3% | $2,836-14.2% | $4,740-48.7% |
| Participant deferral / active EE | $7,994 | $5,338+49.8% | $4,656+71.7% | $6,400+24.9% |
| Admin fee / account holder | $10,667 | $10,926-2.4% | $7,493+42.4% | $11,426-6.6% |