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 | $94,615 | $73,004+29.6% | $90,749+4.3% | $68,494+38.1% |
| Participation rate | 96.9% | 70.8%+26.0pp | 75.7%+21.2pp | 67.9%+29.0pp |
| Annual return | -16.53% | -13.81%-2.7pp | -12.16%-4.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,378 | $2,193+8.5% | $2,921-18.6% | $2,596-8.4% |
| Participant deferral / active EE | $3,094 | $3,627-14.7% | $4,564-32.2% | $4,027-23.2% |
| Admin fee / account holder | $4,985 | $5,896-15.4% | $8,445-41.0% | $5,403-7.7% |