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 | $60,857 | $56,484+7.7% | $169,463-64.1% | $64,186-5.2% |
| Participation rate | 87.2% | 64.5%+22.6pp | 77.8%+9.4pp | 69.6%+17.6pp |
| Annual return | -7.79% | -1.55%-6.2pp | 1.83%-9.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,516 | $1,832-17.3% | $4,159-63.5% | $2,381-36.3% |
| Participant deferral / active EE | $2,536 | $3,448-26.4% | $5,277-51.9% | $3,470-26.9% |
| Admin fee / account holder | $1,412 | $4,174-66.2% | $9,109-84.5% | $4,888-71.1% |