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 | $149,271 | $92,222+61.9% | $76,768+94.4% | $135,375+10.3% |
| Participation rate | 88.2% | 79.8%+8.5pp | 77.0%+11.3pp | 82.6%+5.6pp |
| Annual return | -7.29% | 5.46%-12.7pp | 2.43%-9.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,078 | $3,216-35.4% | $2,485-16.4% | $4,779-56.5% |
| Participant deferral / active EE | $6,631 | $4,509+47.1% | $3,852+72.2% | $5,609+18.2% |
| Admin fee / account holder | $7,428 | $10,748-30.9% | $6,675+11.3% | $10,827-31.4% |