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 | $144,639 | $127,386+13.5% | $115,037+25.7% | $125,391+15.4% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -0.82% | 31.28%-32.1pp | 26.14%-27.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $2,758 | $5,166-46.6% | $4,608-40.2% | $4,866-43.3% |
| Participant deferral / active EE | $7,081 | $6,423+10.2% | $6,026+17.5% | $5,352+32.3% |
| Admin fee / account holder | $1,499 | $9,516-84.2% | $8,175-81.7% | $9,540-84.3% |