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 | $56,544 | $50,958+11.0% | $74,550-24.2% | $64,186-11.9% |
| Participation rate | 91.7% | 61.1%+30.6pp | 69.1%+22.5pp | 69.6%+22.1pp |
| Annual return | -4.09% | -1.86%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,584 | $1,115+42.0% | $1,961-19.2% | $2,381-33.5% |
| Participant deferral / active EE | $3,095 | $2,301+34.5% | $3,108-0.4% | $3,470-10.8% |
| Admin fee / account holder | $1,775 | $4,223-58.0% | $5,060-64.9% | $4,888-63.7% |