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 | $102,270 | $73,867+38.5% | $143,757-28.9% | $68,494+49.3% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -17.52% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $5,081 | $3,184+59.6% | $4,951+2.6% | $2,596+95.7% |
| Participant deferral / active EE | $5,454 | $3,384+61.1% | $5,637-3.2% | $4,027+35.4% |
| Admin fee / account holder | $3,972 | $5,755-31.0% | $14,673-72.9% | $5,403-26.5% |