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 | $186,799 | $99,032+88.6% | $80,019+133.4% | $135,375+38.0% |
| Participation rate | 95.0% | 78.4%+16.6pp | 75.8%+19.2pp | 82.6%+12.4pp |
| Annual return | -7.89% | 15.39%-23.3pp | 11.22%-19.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,825 | $3,043-40.0% | $2,468-26.1% | $4,779-61.8% |
| Participant deferral / active EE | $4,709 | $4,282+10.0% | $3,686+27.8% | $5,609-16.0% |
| Admin fee / account holder | $7,779 | $10,436-25.5% | $6,521+19.3% | $10,827-28.1% |