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 | $77,920 | $59,805+30.3% | $79,550-2.0% | $68,494+13.8% |
| Participation rate | 83.8% | 61.1%+22.7pp | 69.5%+14.3pp | 67.9%+15.9pp |
| Annual return | -14.20% | -12.30%-1.9pp | 0.16%-14.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,136 | $1,505-24.5% | $2,413-52.9% | $2,596-56.2% |
| Participant deferral / active EE | $6,345 | $3,024+109.8% | $3,985+59.2% | $4,027+57.5% |
| Admin fee / account holder | $7,330 | $4,835+51.6% | $6,832+7.3% | $5,403+35.7% |