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 | $77,469 | $81,900-5.4% | $119,609-35.2% | $68,494+13.1% |
| Participation rate | 98.6% | 71.9%+26.8pp | 79.3%+19.4pp | 67.9%+30.8pp |
| Annual return | 1.70% | -23.82%+25.5pp | -14.97%+16.7pp | -7.84%+9.5pp |
| Employer contribution / active EE | $4,424 | $2,693+64.3% | $4,232+4.5% | $2,596+70.4% |
| Participant deferral / active EE | $7,666 | $4,148+84.8% | $5,602+36.8% | $4,027+90.3% |
| Admin fee / account holder | $3,578 | $6,582-45.6% | $10,323-65.3% | $5,403-33.8% |