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 | $220,019 | $129,942+69.3% | $104,294+111.0% | $134,475+63.6% |
| Participation rate | 90.0% | 79.5%+10.5pp | 73.3%+16.7pp | 81.2%+8.8pp |
| Annual return | -12.33% | 42.03%-54.4pp | 24.61%-36.9pp | 417.96%-430.3pp |
| Employer contribution / active EE | $6,497 | $4,184+55.3% | $3,372+92.7% | $4,740+37.1% |
| Participant deferral / active EE | $3,551 | $5,588-36.4% | $4,625-23.2% | $6,400-44.5% |
| Admin fee / account holder | $6,874 | $9,323-26.3% | $7,339-6.3% | $11,426-39.8% |