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 | $84,885 | $77,813+9.1% | $123,544-31.3% | $64,186+32.2% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | -8.09% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $6,066 | $3,014+101.3% | $4,628+31.1% | $2,381+154.8% |
| Participant deferral / active EE | $5,639 | $5,240+7.6% | $6,426-12.2% | $3,470+62.5% |
| Admin fee / account holder | $4,665 | $5,519-15.5% | $9,284-49.8% | $4,888-4.6% |