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 | $70,803 | $54,726+29.4% | $68,793+2.9% | $64,186+10.3% |
| Participation rate | 75.5% | 68.0%+7.5pp | 72.2%+3.3pp | 69.6%+5.9pp |
| Annual return | -4.52% | -1.62%-2.9pp | -4.63%+0.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,151 | $1,846+16.5% | $2,625-18.1% | $2,381-9.6% |
| Participant deferral / active EE | $3,667 | $2,626+39.6% | $3,311+10.8% | $3,470+5.7% |
| Admin fee / account holder | $478 | $4,027-88.1% | $5,131-90.7% | $4,888-90.2% |