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 | $153,644 | $77,813+97.5% | $123,544+24.4% | $64,186+139.4% |
| Participation rate | 78.4% | 74.7%+3.7pp | 82.3%-3.9pp | 69.6%+8.9pp |
| Annual return | -5.76% | 12.48%-18.2pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $13,085 | $5,240+149.7% | $6,426+103.6% | $3,470+277.1% |
| Admin fee / account holder | $8,246 | $5,519+49.4% | $9,284-11.2% | $4,888+68.7% |