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 | $151,086 | $97,044+55.7% | $83,333+81.3% | $135,375+11.6% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -9.45% | 12.31%-21.8pp | 10.63%-20.1pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,333 | $4,143-43.7% | $3,379-30.9% | $4,779-51.2% |
| Participant deferral / active EE | $9,173 | $5,964+53.8% | $5,565+64.8% | $5,609+63.5% |
| Admin fee / account holder | $6,379 | $8,380-23.9% | $7,510-15.1% | $10,827-41.1% |