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 | $60,084 | $64,707-7.1% | $112,228-46.5% | $68,494-12.3% |
| Participation rate | 78.9% | 67.2%+11.8pp | 75.1%+3.9pp | 67.9%+11.1pp |
| Annual return | 4.11% | -11.40%+15.5pp | 27.45%-23.3pp | -7.84%+12.0pp |
| Employer contribution / active EE | $1,683 | $2,746-38.7% | $3,635-53.7% | $2,596-35.2% |
| Participant deferral / active EE | $4,125 | $3,565+15.7% | $4,728-12.8% | $4,027+2.4% |
| Admin fee / account holder | $974 | $5,232-81.4% | $6,410-84.8% | $5,403-82.0% |