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 | $96,285 | $54,726+75.9% | $68,793+40.0% | $64,186+50.0% |
| Participation rate | 93.3% | 68.0%+25.3pp | 72.2%+21.1pp | 69.6%+23.8pp |
| Annual return | -3.01% | -1.62%-1.4pp | -4.63%+1.6pp | 7.63%-10.6pp |
| Employer contribution / active EE | $984 | $1,846-46.7% | $2,625-62.5% | $2,381-58.7% |
| Participant deferral / active EE | $4,055 | $2,626+54.4% | $3,311+22.5% | $3,470+16.9% |
| Admin fee / account holder | $1,499 | $4,027-62.8% | $5,131-70.8% | $4,888-69.3% |