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 | $111,039 | $73,004+52.1% | $90,749+22.4% | $68,494+62.1% |
| Participation rate | 86.2% | 70.8%+15.4pp | 75.7%+10.5pp | 67.9%+18.3pp |
| Annual return | -17.47% | -13.81%-3.7pp | -12.16%-5.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,464 | $2,193+58.0% | $2,921+18.6% | $2,596+33.4% |
| Participant deferral / active EE | $8,458 | $3,627+133.2% | $4,564+85.3% | $4,027+110.0% |
| Admin fee / account holder | $317 | $5,896-94.6% | $8,445-96.2% | $5,403-94.1% |