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 | $160,399 | $133,958+19.7% | $112,228+42.9% | $134,475+19.3% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -14.82% | 47.11%-61.9pp | 27.45%-42.3pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,256 | $4,038-44.1% | $3,635-37.9% | $4,740-52.4% |
| Participant deferral / active EE | $9,700 | $5,291+83.3% | $4,728+105.2% | $6,400+51.6% |
| Admin fee / account holder | $1,397 | $7,489-81.3% | $6,410-78.2% | $11,426-87.8% |