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 | $48,995 | $43,327+13.1% | $59,878-18.2% | $64,186-23.7% |
| Participation rate | 98.1% | 69.2%+29.0pp | 74.7%+23.4pp | 69.6%+28.6pp |
| Annual return | -3.71% | -1.55%-2.2pp | 3.46%-7.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $4,485 | $2,028+121.1% | $2,722+64.8% | $2,381+88.4% |
| Participant deferral / active EE | $4,289 | $2,546+68.5% | $3,402+26.1% | $3,470+23.6% |
| Admin fee / account holder | $5,181 | $3,005+72.4% | $3,590+44.3% | $4,888+6.0% |