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 | $61,446 | $77,813-21.0% | $123,544-50.3% | $64,186-4.3% |
| Participation rate | 76.4% | 74.7%+1.7pp | 82.3%-5.9pp | 69.6%+6.8pp |
| Annual return | -6.97% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $3,340 | $3,014+10.8% | $4,628-27.8% | $2,381+40.3% |
| Participant deferral / active EE | $4,799 | $5,240-8.4% | $6,426-25.3% | $3,470+38.3% |
| Admin fee / account holder | $3,322 | $5,519-39.8% | $9,284-64.2% | $4,888-32.0% |