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 | $45,292 | $43,327+4.5% | $59,878-24.4% | $64,186-29.4% |
| Participation rate | 91.9% | 69.2%+22.7pp | 74.7%+17.2pp | 69.6%+22.3pp |
| Annual return | -5.32% | -1.55%-3.8pp | 3.46%-8.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,947 | $2,028-4.0% | $2,722-28.5% | $2,381-18.2% |
| Participant deferral / active EE | $6,406 | $2,546+151.6% | $3,402+88.3% | $3,470+84.6% |
| Admin fee / account holder | $5,429 | $3,005+80.7% | $3,590+51.2% | $4,888+11.1% |