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 | $123,574 | $64,707+91.0% | $112,228+10.1% | $68,494+80.4% |
| Participation rate | 79.1% | 67.2%+11.9pp | 75.1%+4.0pp | 67.9%+11.2pp |
| Annual return | -17.81% | -11.40%-6.4pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,550 | $2,746+29.3% | $3,635-2.3% | $2,596+36.7% |
| Participant deferral / active EE | $5,870 | $3,565+64.7% | $4,728+24.2% | $4,027+45.8% |
| Admin fee / account holder | $1,113 | $5,232-78.7% | $6,410-82.6% | $5,403-79.4% |