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 | $247,568 | $167,484+47.8% | $151,611+63.3% | $134,475+84.1% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -18.36% | 7.80%-26.2pp | 3.33%-21.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,972 | $6,829-56.5% | $6,166-51.8% | $4,740-37.3% |
| Participant deferral / active EE | $10,385 | $8,986+15.6% | $8,363+24.2% | $6,400+62.3% |
| Admin fee / account holder | $4,385 | $13,783-68.2% | $11,616-62.3% | $11,426-61.6% |