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 | $71,133 | $56,484+25.9% | $169,463-58.0% | $64,186+10.8% |
| Participation rate | 88.5% | 64.5%+23.9pp | 77.8%+10.7pp | 69.6%+18.9pp |
| Annual return | -3.39% | -1.55%-1.8pp | 1.83%-5.2pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,284 | $1,832+24.7% | $4,159-45.1% | $2,381-4.1% |
| Participant deferral / active EE | $5,270 | $3,448+52.9% | $5,277-0.1% | $3,470+51.9% |
| Admin fee / account holder | $6,041 | $4,174+44.7% | $9,109-33.7% | $4,888+23.6% |