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 | $106,170 | $81,900+29.6% | $119,609-11.2% | $68,494+55.0% |
| Participation rate | 79.5% | 71.9%+7.6pp | 79.3%+0.2pp | 67.9%+11.6pp |
| Annual return | -14.07% | -23.82%+9.8pp | -14.97%+0.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,749 | $2,693+2.1% | $4,232-35.0% | $2,596+5.9% |
| Participant deferral / active EE | $5,809 | $4,148+40.1% | $5,602+3.7% | $4,027+44.2% |
| Admin fee / account holder | $8,968 | $6,582+36.2% | $10,323-13.1% | $5,403+66.0% |