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 | $202,857 | $113,935+78.0% | $94,224+115.3% | $125,391+61.8% |
| Participation rate | 84.2% | 82.9%+1.3pp | 78.8%+5.4pp | 83.2%+1.0pp |
| Annual return | -1.89% | 5.29%-7.2pp | 10.68%-12.6pp | 282.22%-284.1pp |
| Employer contribution / active EE | $5,948 | $4,727+25.8% | $3,587+65.8% | $4,866+22.2% |
| Participant deferral / active EE | $6,643 | $5,179+28.3% | $4,320+53.8% | $5,352+24.1% |
| Admin fee / account holder | $3,306 | $8,391-60.6% | $6,269-47.3% | $9,540-65.3% |