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 | $68,631 | $62,586+9.7% | $76,768-10.6% | $64,186+6.9% |
| Participation rate | 87.5% | 72.8%+14.7pp | 77.0%+10.5pp | 69.6%+17.9pp |
| Annual return | -5.48% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,859 | $1,832+1.5% | $2,485-25.2% | $2,381-21.9% |
| Participant deferral / active EE | $4,243 | $3,145+34.9% | $3,852+10.2% | $3,470+22.3% |
| Admin fee / account holder | $1,927 | $4,667-58.7% | $6,675-71.1% | $4,888-60.6% |