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 | $79,236 | $71,883+10.2% | $86,677-8.6% | $68,494+15.7% |
| Participation rate | 77.2% | 72.2%+5.0pp | 76.6%+0.6pp | 67.9%+9.3pp |
| Annual return | -8.94% | 3.52%-12.5pp | 35.91%-44.8pp | -7.84%-1.1pp |
| Employer contribution / active EE | $3,571 | $2,173+64.3% | $2,836+25.9% | $2,596+37.5% |
| Participant deferral / active EE | $7,666 | $3,779+102.9% | $4,656+64.7% | $4,027+90.4% |
| Admin fee / account holder | $2,747 | $6,112-55.1% | $7,493-63.3% | $5,403-49.2% |