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 | $88,649 | $73,867+20.0% | $143,757-38.3% | $68,494+29.4% |
| Participation rate | 79.6% | 66.7%+13.0pp | 80.3%-0.7pp | 67.9%+11.7pp |
| Annual return | -14.33% | 1.01%-15.3pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $5,349 | $3,184+68.0% | $4,951+8.0% | $2,596+106.0% |
| Participant deferral / active EE | $2,564 | $3,384-24.2% | $5,637-54.5% | $4,027-36.3% |
| Admin fee / account holder | $4,655 | $5,755-19.1% | $14,673-68.3% | $5,403-13.8% |