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 | $86,967 | $58,577+48.5% | $83,333+4.4% | $64,186+35.5% |
| Participation rate | 84.0% | 72.0%+12.0pp | 77.8%+6.2pp | 69.6%+14.4pp |
| Annual return | -4.16% | 9.65%-13.8pp | 10.63%-14.8pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,406 | $2,098+14.7% | $3,379-28.8% | $2,381+1.1% |
| Participant deferral / active EE | $4,554 | $4,654-2.1% | $5,565-18.2% | $3,470+31.3% |
| Admin fee / account holder | $1,217 | $9,275-86.9% | $7,510-83.8% | $4,888-75.1% |