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 | $65,234 | $62,586+4.2% | $76,768-15.0% | $64,186+1.6% |
| Participation rate | 87.5% | 72.8%+14.7pp | 77.0%+10.5pp | 69.6%+17.9pp |
| Annual return | -6.39% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,727 | $1,832-5.7% | $2,485-30.5% | $2,381-27.5% |
| Participant deferral / active EE | $4,811 | $3,145+53.0% | $3,852+24.9% | $3,470+38.7% |
| Admin fee / account holder | $40,269 | $4,667+762.9% | $6,675+503.3% | $4,888+723.8% |