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 | $97,997 | $52,836+85.5% | $105,738-7.3% | $64,186+52.7% |
| Participation rate | 81.8% | 66.5%+15.3pp | 76.3%+5.5pp | 69.6%+12.2pp |
| Annual return | -7.53% | 14.30%-21.8pp | 6.27%-13.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,430 | $1,827-21.7% | $3,268-56.2% | $2,381-39.9% |
| Participant deferral / active EE | $3,032 | $2,545+19.1% | $4,080-25.7% | $3,470-12.6% |
| Admin fee / account holder | $4,119 | $3,959+4.0% | $6,913-40.4% | $4,888-15.7% |