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 | $128,962 | $59,805+115.6% | $79,550+62.1% | $68,494+88.3% |
| Participation rate | 75.8% | 61.1%+14.7pp | 69.5%+6.3pp | 67.9%+7.9pp |
| Annual return | -17.86% | -12.30%-5.6pp | 0.16%-18.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,366 | $1,505+57.2% | $2,413-1.9% | $2,596-8.9% |
| Participant deferral / active EE | $5,219 | $3,024+72.6% | $3,985+31.0% | $4,027+29.6% |
| Admin fee / account holder | $2,156 | $4,835-55.4% | $6,832-68.4% | $5,403-60.1% |