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 | $87,907 | $61,660+42.6% | $80,019+9.9% | $64,186+37.0% |
| Participation rate | 76.5% | 71.7%+4.8pp | 75.8%+0.6pp | 69.6%+6.9pp |
| Annual return | -2.97% | -0.33%-2.6pp | 11.22%-14.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,588 | $1,810-12.3% | $2,468-35.6% | $2,381-33.3% |
| Participant deferral / active EE | $4,001 | $2,968+34.8% | $3,686+8.6% | $3,470+15.3% |
| Admin fee / account holder | $10,629 | $5,417+96.2% | $6,521+63.0% | $4,888+117.5% |