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 | $185,193 | $97,881+89.2% | $80,004+131.5% | $125,391+47.7% |
| Participation rate | 70.6% | 77.9%-7.3pp | 73.0%-2.4pp | 83.2%-12.6pp |
| Annual return | -0.76% | 9.36%-10.1pp | 7.63%-8.4pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,705 | $3,128-45.5% | $2,473-31.0% | $4,866-65.0% |
| Participant deferral / active EE | $4,091 | $3,744+9.3% | $3,204+27.7% | $5,352-23.6% |
| Admin fee / account holder | $10,811 | $6,278+72.2% | $5,033+114.8% | $9,540+13.3% |