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 | $127,242 | $50,958+149.7% | $74,550+70.7% | $64,186+98.2% |
| Participation rate | 78.8% | 61.1%+17.7pp | 69.1%+9.6pp | 69.6%+9.2pp |
| Annual return | -5.09% | -1.86%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,291 | $1,115+195.1% | $1,961+67.8% | $2,381+38.2% |
| Participant deferral / active EE | $5,736 | $2,301+149.2% | $3,108+84.6% | $3,470+65.3% |
| Admin fee / account holder | $10,363 | $4,223+145.4% | $5,060+104.8% | $4,888+112.0% |