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 | $92,019 | $71,883+28.0% | $86,677+6.2% | $68,494+34.3% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -17.41% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,736 | $2,173-20.1% | $2,836-38.8% | $2,596-33.1% |
| Participant deferral / active EE | $4,650 | $3,779+23.1% | $4,656-0.1% | $4,027+15.5% |
| Admin fee / account holder | $1,226 | $6,112-79.9% | $7,493-83.6% | $5,403-77.3% |