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 | $69,565 | $71,883-3.2% | $86,677-19.7% | $68,494+1.6% |
| Participation rate | 84.0% | 72.2%+11.8pp | 76.6%+7.4pp | 67.9%+16.1pp |
| Annual return | -14.81% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,647 | $2,173-24.2% | $2,836-41.9% | $2,596-36.6% |
| Participant deferral / active EE | $4,111 | $3,779+8.8% | $4,656-11.7% | $4,027+2.1% |
| Admin fee / account holder | $6,198 | $6,112+1.4% | $7,493-17.3% | $5,403+14.7% |