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 8-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 | $75,310 | $50,958+47.8% | $74,550+1.0% | $64,186+17.3% |
| Participation rate | 82.1% | 61.1%+21.1pp | 69.1%+13.0pp | 69.6%+12.6pp |
| Annual return | -6.49% | -1.86%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,229 | $1,115+99.8% | $1,961+13.7% | $2,381-6.4% |
| Participant deferral / active EE | $3,346 | $2,301+45.4% | $3,108+7.7% | $3,470-3.6% |
| Admin fee / account holder | $4,644 | $4,223+10.0% | $5,060-8.2% | $4,888-5.0% |