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 | $68,855 | $59,805+15.1% | $79,550-13.4% | $68,494+0.5% |
| Participation rate | 71.0% | 61.1%+9.9pp | 69.5%+1.5pp | 67.9%+3.1pp |
| Annual return | -9.62% | -12.30%+2.7pp | 0.16%-9.8pp | -7.84%-1.8pp |
| Employer contribution / active EE | $2,599 | $1,505+72.7% | $2,413+7.7% | $2,596+0.1% |
| Participant deferral / active EE | $2,135 | $3,024-29.4% | $3,985-46.4% | $4,027-47.0% |
| Admin fee / account holder | $2,891 | $4,835-40.2% | $6,832-57.7% | $5,403-46.5% |