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 | $97,329 | $52,836+84.2% | $105,738-8.0% | $64,186+51.6% |
| Participation rate | 75.0% | 66.5%+8.5pp | 76.3%-1.3pp | 69.6%+5.4pp |
| Annual return | -5.39% | 14.30%-19.7pp | 6.27%-11.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,477 | $1,827+35.6% | $3,268-24.2% | $2,381+4.0% |
| Participant deferral / active EE | $4,766 | $2,545+87.2% | $4,080+16.8% | $3,470+37.4% |
| Admin fee / account holder | $1,291 | $3,959-67.4% | $6,913-81.3% | $4,888-73.6% |