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 | $73,355 | $71,883+2.0% | $86,677-15.4% | $68,494+7.1% |
| Participation rate | 92.9% | 72.2%+20.6pp | 76.6%+16.3pp | 67.9%+25.0pp |
| Annual return | -12.54% | 3.52%-16.1pp | 35.91%-48.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $3,715 | $2,173+71.0% | $2,836+31.0% | $2,596+43.1% |
| Participant deferral / active EE | $4,513 | $3,779+19.4% | $4,656-3.1% | $4,027+12.1% |
| Admin fee / account holder | $3,216 | $6,112-47.4% | $7,493-57.1% | $5,403-40.5% |