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 | $110,052 | $45,863+140.0% | $77,024+42.9% | $68,494+60.7% |
| Participation rate | 83.9% | 55.9%+28.0pp | 67.9%+16.0pp | 67.9%+16.0pp |
| Annual return | -12.82% | 1.72%-14.5pp | 42.32%-55.1pp | -7.84%-5.0pp |
| Employer contribution / active EE | $13,015 | $1,650+689.0% | $2,812+362.8% | $2,596+401.3% |
| Participant deferral / active EE | $7,225 | $2,962+143.9% | $4,426+63.2% | $4,027+79.4% |
| Admin fee / account holder | $1,145 | $3,041-62.4% | $5,425-78.9% | $5,403-78.8% |