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 | $92,141 | $62,586+47.2% | $76,768+20.0% | $64,186+43.6% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -4.20% | -1.95%-2.3pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,235 | $1,832-32.6% | $2,485-50.3% | $2,381-48.1% |
| Participant deferral / active EE | $3,103 | $3,145-1.3% | $3,852-19.4% | $3,470-10.6% |
| Admin fee / account holder | $557 | $4,667-88.1% | $6,675-91.7% | $4,888-88.6% |