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 | $246,078 | $167,484+46.9% | $151,611+62.3% | $134,475+83.0% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -4.47% | 7.80%-12.3pp | 3.33%-7.8pp | 417.96%-422.4pp |
| Employer contribution / active EE | $2,281 | $6,829-66.6% | $6,166-63.0% | $4,740-51.9% |
| Participant deferral / active EE | $11,607 | $8,986+29.2% | $8,363+38.8% | $6,400+81.4% |
| Admin fee / account holder | $4,671 | $13,783-66.1% | $11,616-59.8% | $11,426-59.1% |