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 | $184,013 | $69,010+166.6% | $159,960+15.0% | $68,494+168.7% |
| Participation rate | 80.8% | 65.4%+15.4pp | 78.0%+2.8pp | 67.9%+12.9pp |
| Annual return | 3.85% | -9.65%+13.5pp | 408.60%-404.8pp | -7.84%+11.7pp |
| Employer contribution / active EE | $2,286 | $2,213+3.3% | $4,226-45.9% | $2,596-12.0% |
| Participant deferral / active EE | $5,439 | $4,212+29.1% | $6,182-12.0% | $4,027+35.1% |
| Admin fee / account holder | $2,996 | $4,798-37.6% | $8,698-65.6% | $5,403-44.6% |