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 | $93,479 | $48,265+93.7% | $68,791+35.9% | $68,494+36.5% |
| Participation rate | 77.4% | 60.7%+16.7pp | 69.0%+8.4pp | 67.9%+9.5pp |
| Annual return | -17.53% | -12.71%-4.8pp | -6.38%-11.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,259 | $1,829+23.5% | $2,655-14.9% | $2,596-13.0% |
| Participant deferral / active EE | $4,281 | $2,867+49.3% | $3,941+8.6% | $4,027+6.3% |
| Admin fee / account holder | $6,204 | $4,355+42.4% | $4,932+25.8% | $5,403+14.8% |