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 | $79,303 | $77,813+1.9% | $123,544-35.8% | $64,186+23.6% |
| Participation rate | 89.7% | 74.7%+14.9pp | 82.3%+7.4pp | 69.6%+20.1pp |
| Annual return | -2.86% | 12.48%-15.3pp | 119.20%-122.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,536 | $3,014-49.0% | $4,628-66.8% | $2,381-35.5% |
| Participant deferral / active EE | $7,286 | $5,240+39.0% | $6,426+13.4% | $3,470+110.0% |
| Admin fee / account holder | $969 | $5,519-82.4% | $9,284-89.6% | $4,888-80.2% |