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 | $117,728 | $53,162+121.5% | $91,220+29.1% | $68,494+71.9% |
| Participation rate | 85.2% | 63.2%+22.0pp | 73.2%+12.0pp | 67.9%+17.3pp |
| Annual return | -15.23% | -3.14%-12.1pp | 114.01%-129.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $526 | $1,709-69.2% | $2,850-81.5% | $2,596-79.7% |
| Participant deferral / active EE | $3,096 | $2,974+4.1% | $4,234-26.9% | $4,027-23.1% |
| Admin fee / account holder | $3,615 | $4,493-19.6% | $5,420-33.3% | $5,403-33.1% |