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 | $98,433 | $59,805+64.6% | $79,550+23.7% | $68,494+43.7% |
| Participation rate | 72.5% | 61.1%+11.4pp | 69.5%+3.0pp | 67.9%+4.6pp |
| Annual return | -17.10% | -12.30%-4.8pp | 0.16%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,724 | $1,505+14.6% | $2,413-28.6% | $2,596-33.6% |
| Participant deferral / active EE | $3,668 | $3,024+21.3% | $3,985-8.0% | $4,027-8.9% |
| Admin fee / account holder | $2,494 | $4,835-48.4% | $6,832-63.5% | $5,403-53.8% |