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 | $82,995 | $59,231+40.1% | $90,223-8.0% | $52,331+58.6% |
| Participation rate | 74.3% | 75.0%-0.7pp | 79.0%-4.7pp | 68.1%+6.2pp |
| Annual return | -1.45% | 3.53%-5.0pp | 1.31%-2.8pp | 4.54%-6.0pp |
| Employer contribution / active EE | $2,296 | $3,391-32.3% | $4,378-47.6% | $1,882+22.0% |
| Participant deferral / active EE | $3,943 | $4,659-15.4% | $5,792-31.9% | $3,022+30.5% |
| Admin fee / account holder | $3,594 | $515+598.5% | $7,406-51.5% | $592+507.6% |