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 | $95,922 | $71,883+33.4% | $86,677+10.7% | $68,494+40.0% |
| Participation rate | 91.3% | 72.2%+19.1pp | 76.6%+14.7pp | 67.9%+23.4pp |
| Annual return | -17.62% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,345 | $2,173-38.1% | $2,836-52.6% | $2,596-48.2% |
| Participant deferral / active EE | $4,343 | $3,779+14.9% | $4,656-6.7% | $4,027+7.8% |
| Admin fee / account holder | $2,063 | $6,112-66.2% | $7,493-72.5% | $5,403-61.8% |