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 | $93,449 | $64,707+44.4% | $112,228-16.7% | $68,494+36.4% |
| Participation rate | 94.3% | 67.2%+27.2pp | 75.1%+19.3pp | 67.9%+26.5pp |
| Annual return | -16.59% | -11.40%-5.2pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,595 | $2,746-5.5% | $3,635-28.6% | $2,5960% |
| Participant deferral / active EE | $5,653 | $3,565+58.6% | $4,728+19.6% | $4,027+40.4% |
| Admin fee / account holder | $5,662 | $5,232+8.2% | $6,410-11.7% | $5,403+4.8% |