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 | $94,350 | $77,813+21.3% | $123,544-23.6% | $64,186+47.0% |
| Participation rate | 88.6% | 74.7%+13.9pp | 82.3%+6.3pp | 69.6%+19.0pp |
| Annual return | -7.78% | 12.48%-20.3pp | 119.20%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,975 | $3,014-34.5% | $4,628-57.3% | $2,381-17.1% |
| Participant deferral / active EE | $8,772 | $5,240+67.4% | $6,426+36.5% | $3,470+152.8% |
| Admin fee / account holder | $3,673 | $5,519-33.4% | $9,284-60.4% | $4,888-24.9% |