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 | $119,204 | $59,805+99.3% | $79,550+49.8% | $68,494+74.0% |
| Participation rate | 70.8% | 61.1%+9.7pp | 69.5%+1.3pp | 67.9%+2.9pp |
| Annual return | -13.97% | -12.30%-1.7pp | 0.16%-14.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,816 | $1,505+20.7% | $2,413-24.8% | $2,596-30.1% |
| Participant deferral / active EE | $4,378 | $3,024+44.8% | $3,985+9.9% | $4,027+8.7% |
| Admin fee / account holder | $22,919 | $4,835+374.0% | $6,832+235.4% | $5,403+324.2% |