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 | $197,461 | $64,707+205.2% | $112,228+75.9% | $68,494+188.3% |
| Participation rate | 97.5% | 67.2%+30.3pp | 75.1%+22.4pp | 67.9%+29.6pp |
| Annual return | 0.85% | -11.40%+12.3pp | 27.45%-26.6pp | -7.84%+8.7pp |
| Employer contribution / active EE | $9,188 | $2,746+234.6% | $3,635+152.8% | $2,596+253.9% |
| Participant deferral / active EE | $5,174 | $3,565+45.1% | $4,728+9.4% | $4,027+28.5% |
| Admin fee / account holder | $7,413 | $5,232+41.7% | $6,410+15.6% | $5,403+37.2% |