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 | $86,686 | $71,883+20.6% | $86,6770% | $68,494+26.6% |
| Participation rate | 86.5% | 72.2%+14.2pp | 76.6%+9.9pp | 67.9%+18.6pp |
| Annual return | -16.04% | 3.52%-19.6pp | 35.91%-51.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,242 | $2,173+3.2% | $2,836-21.0% | $2,596-13.6% |
| Participant deferral / active EE | $6,740 | $3,779+78.4% | $4,656+44.8% | $4,027+67.4% |
| Admin fee / account holder | $1,961 | $6,112-67.9% | $7,493-73.8% | $5,403-63.7% |