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 | $55,038 | $43,327+27.0% | $59,878-8.1% | $64,186-14.3% |
| Participation rate | 81.7% | 69.2%+12.6pp | 74.7%+7.0pp | 69.6%+12.2pp |
| Annual return | -2.35% | -1.55%-0.8pp | 3.46%-5.8pp | 7.63%-10.0pp |
| Employer contribution / active EE | $5,354 | $2,028+163.9% | $2,722+96.7% | $2,381+124.9% |
| Participant deferral / active EE | $4,479 | $2,546+75.9% | $3,402+31.7% | $3,470+29.1% |
| Admin fee / account holder | $9,701 | $3,005+222.8% | $3,590+170.2% | $4,888+98.5% |