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 | $55,525 | $43,483+27.7% | $54,726+1.5% | $64,186-13.5% |
| Participation rate | 82.5% | 72.2%+10.3pp | 79.1%+3.4pp | 69.6%+12.9pp |
| Annual return | -1.33% | -1.03%-0.3pp | -4.56%+3.2pp | 7.63%-9.0pp |
| Employer contribution / active EE | $3,204 | $2,632+21.7% | $3,449-7.1% | $2,381+34.6% |
| Participant deferral / active EE | $5,054 | $3,102+62.9% | $3,953+27.8% | $3,470+45.7% |
| Admin fee / account holder | $5,491 | $4,250+29.2% | $3,818+43.8% | $4,888+12.3% |