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 | $73,178 | $62,586+16.9% | $76,768-4.7% | $64,186+14.0% |
| Participation rate | 80.6% | 72.8%+7.8pp | 77.0%+3.7pp | 69.6%+11.1pp |
| Annual return | -6.98% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,278 | $1,832+24.4% | $2,485-8.3% | $2,381-4.3% |
| Participant deferral / active EE | $4,708 | $3,145+49.7% | $3,852+22.2% | $3,470+35.7% |
| Admin fee / account holder | $2,171 | $4,667-53.5% | $6,675-67.5% | $4,888-55.6% |