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 | $220,516 | $77,813+183.4% | $123,544+78.5% | $64,186+243.6% |
| Participation rate | 87.0% | 74.7%+12.2pp | 82.3%+4.7pp | 69.6%+17.4pp |
| Annual return | -5.77% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $5,230 | $3,014+73.5% | $4,628+13.0% | $2,381+119.7% |
| Participant deferral / active EE | $9,022 | $5,240+72.2% | $6,426+40.4% | $3,470+160.0% |
| Admin fee / account holder | $3,309 | $5,519-40.0% | $9,284-64.4% | $4,888-32.3% |