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 | $91,977 | $42,894+114.4% | $60,874+51.1% | $68,494+34.3% |
| Participation rate | 82.1% | 66.8%+15.4pp | 73.1%+9.0pp | 67.9%+14.3pp |
| Annual return | -12.11% | -13.98%+1.9pp | 16.90%-29.0pp | -7.84%-4.3pp |
| Employer contribution / active EE | $2,653 | $1,978+34.1% | $2,701-1.8% | $2,596+2.2% |
| Participant deferral / active EE | $6,906 | $2,867+140.9% | $3,817+80.9% | $4,027+71.5% |
| Admin fee / account holder | $8,813 | $3,101+184.2% | $3,224+173.3% | $5,403+63.1% |