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 8-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 | $82,786 | $59,805+38.4% | $79,550+4.1% | $68,494+20.9% |
| Participation rate | 94.7% | 61.1%+33.7pp | 69.5%+25.3pp | 67.9%+26.8pp |
| Annual return | -15.65% | -12.30%-3.3pp | 0.16%-15.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,610 | $3,024+19.4% | $3,985-9.4% | $4,027-10.4% |
| Admin fee / account holder | $4,693 | $4,835-2.9% | $6,832-31.3% | $5,403-13.1% |