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 | $88,395 | $59,805+47.8% | $79,550+11.1% | $68,494+29.1% |
| Participation rate | 75.6% | 61.1%+14.5pp | 69.5%+6.1pp | 67.9%+7.7pp |
| Annual return | -17.66% | -12.30%-5.4pp | 0.16%-17.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,027 | $1,505+34.7% | $2,413-16.0% | $2,596-21.9% |
| Participant deferral / active EE | $6,259 | $3,024+107.0% | $3,985+57.1% | $4,027+55.4% |
| Admin fee / account holder | $2,663 | $4,835-44.9% | $6,832-61.0% | $5,403-50.7% |