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 | $88,744 | $43,327+104.8% | $59,878+48.2% | $64,186+38.3% |
| Participation rate | 91.2% | 69.2%+22.0pp | 74.7%+16.5pp | 69.6%+21.6pp |
| Annual return | -0.86% | -1.55%+0.7pp | 3.46%-4.3pp | 7.63%-8.5pp |
| Employer contribution / active EE | $766 | $2,028-62.2% | $2,722-71.8% | $2,381-67.8% |
| Participant deferral / active EE | $1,004 | $2,546-60.6% | $3,402-70.5% | $3,470-71.1% |
| Admin fee / account holder | $303 | $3,005-89.9% | $3,590-91.6% | $4,888-93.8% |