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 | $66,625 | $59,805+11.4% | $79,550-16.2% | $68,494-2.7% |
| Participation rate | 91.5% | 61.1%+30.4pp | 69.5%+22.0pp | 67.9%+23.6pp |
| Annual return | -16.34% | -12.30%-4.0pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,831 | $1,505+21.6% | $2,413-24.1% | $2,596-29.5% |
| Participant deferral / active EE | $7,457 | $3,024+146.6% | $3,985+87.1% | $4,027+85.2% |
| Admin fee / account holder | $3,805 | $4,835-21.3% | $6,832-44.3% | $5,403-29.6% |