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 | $107,178 | $64,707+65.6% | $112,228-4.5% | $68,494+56.5% |
| Participation rate | 86.7% | 67.2%+19.5pp | 75.1%+11.6pp | 67.9%+18.8pp |
| Annual return | -12.20% | -11.40%-0.8pp | 27.45%-39.6pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,615 | $2,746-41.2% | $3,635-55.6% | $2,596-37.8% |
| Participant deferral / active EE | $6,273 | $3,565+76.0% | $4,728+32.7% | $4,027+55.8% |
| Admin fee / account holder | $8,451 | $5,232+61.5% | $6,410+31.8% | $5,403+56.4% |