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 | $197,969 | $95,862+106.5% | $79,550+148.9% | $134,475+47.2% |
| Participation rate | 84.6% | 75.0%+9.6pp | 69.5%+15.1pp | 81.2%+3.4pp |
| Annual return | 0.10% | -2.69%+2.8pp | 0.16%-0.1pp | 417.96%-417.9pp |
| Employer contribution / active EE | $5,394 | $3,128+72.4% | $2,413+123.5% | $4,740+13.8% |
| Participant deferral / active EE | $11,276 | $4,693+140.3% | $3,985+183.0% | $6,400+76.2% |
| Admin fee / account holder | $59,616 | $9,126+553.2% | $6,832+772.6% | $11,426+421.8% |