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 | $165,679 | $95,862+72.8% | $79,550+108.3% | $134,475+23.2% |
| Participation rate | 76.2% | 75.0%+1.2pp | 69.5%+6.7pp | 81.2%-5.0pp |
| Annual return | 1.78% | -2.69%+4.5pp | 0.16%+1.6pp | 417.96%-416.2pp |
| Employer contribution / active EE | $2,261 | $3,128-27.7% | $2,413-6.3% | $4,740-52.3% |
| Participant deferral / active EE | $2,884 | $4,693-38.6% | $3,985-27.6% | $6,400-54.9% |
| Admin fee / account holder | $3,723 | $9,126-59.2% | $6,832-45.5% | $11,426-67.4% |