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 | $93,550 | $59,805+56.4% | $79,550+17.6% | $68,494+36.6% |
| Participation rate | 77.4% | 61.1%+16.3pp | 69.5%+7.9pp | 67.9%+9.5pp |
| Annual return | -18.12% | -12.30%-5.8pp | 0.16%-18.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,778 | $1,505+18.2% | $2,413-26.3% | $2,596-31.5% |
| Participant deferral / active EE | $5,145 | $3,024+70.1% | $3,985+29.1% | $4,027+27.8% |
| Admin fee / account holder | $15,405 | $4,835+218.6% | $6,832+125.5% | $5,403+185.1% |