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 | $163,125 | $95,862+70.2% | $79,550+105.1% | $134,475+21.3% |
| Participation rate | 93.8% | 75.0%+18.7pp | 69.5%+24.3pp | 81.2%+12.5pp |
| Annual return | -15.19% | -2.69%-12.5pp | 0.16%-15.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,216 | $3,128-29.2% | $2,413-8.2% | $4,740-53.3% |
| Participant deferral / active EE | $7,080 | $4,693+50.9% | $3,985+77.6% | $6,400+10.6% |
| Admin fee / account holder | $1,110 | $9,126-87.8% | $6,832-83.8% | $11,426-90.3% |