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 | $93,719 | $167,307-44.0% | $143,757-34.8% | $134,475-30.3% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -7.48% | 0.46%-7.9pp | -0.04%-7.4pp | 417.96%-425.4pp |
| Employer contribution / active EE | $2,025 | $5,619-64.0% | $4,951-59.1% | $4,740-57.3% |
| Participant deferral / active EE | $5,951 | $6,446-7.7% | $5,637+5.6% | $6,400-7.0% |
| Admin fee / account holder | $7,196 | $18,088-60.2% | $14,673-51.0% | $11,426-37.0% |