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 | $98,990 | $64,707+53.0% | $112,228-11.8% | $68,494+44.5% |
| Participation rate | 90.3% | 67.2%+23.2pp | 75.1%+15.3pp | 67.9%+22.4pp |
| Annual return | -14.02% | -11.40%-2.6pp | 27.45%-41.5pp | -7.84%-6.2pp |
| Employer contribution / active EE | $3,533 | $2,746+28.7% | $3,635-2.8% | $2,596+36.1% |
| Participant deferral / active EE | $7,240 | $3,565+103.1% | $4,728+53.1% | $4,027+79.8% |
| Admin fee / account holder | $1,855 | $5,232-64.6% | $6,410-71.1% | $5,403-65.7% |