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 | $133,552 | $62,586+113.4% | $76,768+74.0% | $64,186+108.1% |
| Participation rate | 81.8% | 72.8%+9.0pp | 77.0%+4.9pp | 69.6%+12.2pp |
| Annual return | -5.59% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,915 | $1,832+59.1% | $2,485+17.3% | $2,381+22.4% |
| Participant deferral / active EE | $7,354 | $3,145+133.9% | $3,852+90.9% | $3,470+112.0% |
| Admin fee / account holder | $3,264 | $4,667-30.1% | $6,675-51.1% | $4,888-33.2% |