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 | $90,182 | $71,883+25.5% | $86,677+4.0% | $68,494+31.7% |
| Participation rate | 75.9% | 72.2%+3.6pp | 76.6%-0.7pp | 67.9%+8.0pp |
| Annual return | -9.11% | 3.52%-12.6pp | 35.91%-45.0pp | -7.84%-1.3pp |
| Employer contribution / active EE | $1,446 | $2,173-33.4% | $2,836-49.0% | $2,596-44.3% |
| Participant deferral / active EE | $3,331 | $3,779-11.9% | $4,656-28.5% | $4,027-17.3% |
| Admin fee / account holder | $25,022 | $6,112+309.4% | $7,493+233.9% | $5,403+363.1% |