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 | $131,080 | $46,674+180.8% | $117,472+11.6% | $68,494+91.4% |
| Participation rate | 72.4% | 56.8%+15.6pp | 70.6%+1.8pp | 67.9%+4.5pp |
| Annual return | -17.08% | -14.52%-2.6pp | 29.74%-46.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $5,656 | $1,505+275.9% | $4,176+35.4% | $2,596+117.9% |
| Participant deferral / active EE | $10,497 | $2,636+298.2% | $4,070+157.9% | $4,027+160.6% |
| Admin fee / account holder | $5,803 | $4,020+44.3% | $5,645+2.8% | $5,403+7.4% |