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 | $73,487 | $50,958+44.2% | $74,550-1.4% | $64,186+14.5% |
| Participation rate | 93.3% | 61.1%+32.3pp | 69.1%+24.2pp | 69.6%+23.8pp |
| Annual return | -4.79% | -1.86%-2.9pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,006 | $1,115+169.5% | $1,961+53.3% | $2,381+26.3% |
| Participant deferral / active EE | $5,451 | $2,301+136.9% | $3,108+75.4% | $3,470+57.1% |
| Admin fee / account holder | $2,869 | $4,223-32.1% | $5,060-43.3% | $4,888-41.3% |