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 | $131,708 | $59,805+120.2% | $79,550+65.6% | $68,494+92.3% |
| Participation rate | 84.0% | 61.1%+22.9pp | 69.5%+14.5pp | 67.9%+16.1pp |
| Annual return | -7.95% | -12.30%+4.3pp | 0.16%-8.1pp | -7.84%-0.1pp |
| Employer contribution / active EE | $2,539 | $1,505+68.7% | $2,413+5.2% | $2,596-2.2% |
| Participant deferral / active EE | $6,278 | $3,024+107.6% | $3,985+57.5% | $4,027+55.9% |
| Admin fee / account holder | $5,491 | $4,835+13.6% | $6,832-19.6% | $5,403+1.6% |