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 | $182,490 | $87,540+108.5% | $75,781+140.8% | $125,391+45.5% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | -2.88% | 13.48%-16.4pp | 9.68%-12.6pp | 282.22%-285.1pp |
| Employer contribution / active EE | $2,256 | $3,930-42.6% | $3,323-32.1% | $4,866-53.6% |
| Participant deferral / active EE | $5,931 | $4,229+40.2% | $3,651+62.4% | $5,352+10.8% |
| Admin fee / account holder | $5,894 | $6,502-9.3% | $5,299+11.2% | $9,540-38.2% |