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 | $69,497 | $43,327+60.4% | $59,878+16.1% | $64,186+8.3% |
| Participation rate | 96.2% | 69.2%+27.0pp | 74.7%+21.5pp | 69.6%+26.6pp |
| Annual return | -2.30% | -1.55%-0.8pp | 3.46%-5.8pp | 7.63%-9.9pp |
| Employer contribution / active EE | $1,976 | $2,028-2.6% | $2,722-27.4% | $2,381-17.0% |
| Participant deferral / active EE | $2,332 | $2,546-8.4% | $3,402-31.5% | $3,470-32.8% |
| Admin fee / account holder | $3,523 | $3,005+17.2% | $3,590-1.9% | $4,888-27.9% |