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 | $111,195 | $71,883+54.7% | $86,677+28.3% | $68,494+62.3% |
| Participation rate | 84.2% | 72.2%+12.0pp | 76.6%+7.6pp | 67.9%+16.3pp |
| Annual return | -8.49% | 3.52%-12.0pp | 35.91%-44.4pp | -7.84%-0.6pp |
| Employer contribution / active EE | $6,822 | $2,173+214.0% | $2,836+140.5% | $2,596+162.8% |
| Participant deferral / active EE | $16,480 | $3,779+336.1% | $4,656+254.0% | $4,027+309.2% |
| Admin fee / account holder | $5,588 | $6,112-8.6% | $7,493-25.4% | $5,403+3.4% |