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 | $100,818 | $94,529+6.7% | $140,016-28.0% | $64,186+57.1% |
| Participation rate | 86.7% | 84.1%+2.6pp | 87.5%-0.8pp | 69.6%+17.1pp |
| Annual return | -5.39% | 7.77%-13.2pp | 651.12%-656.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,251 | $3,812-41.0% | $5,606-59.8% | $2,381-5.4% |
| Participant deferral / active EE | $5,137 | $5,250-2.2% | $6,927-25.8% | $3,470+48.1% |
| Admin fee / account holder | $2,407 | $6,741-64.3% | $10,705-77.5% | $4,888-50.8% |