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 | $92,625 | $42,383+118.5% | $76,523+21.0% | $64,186+44.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 7.92% | -16.54%+24.5pp | -0.27%+8.2pp | 7.63%+0.3pp |
| Employer contribution / active EE | $1,181 | $1,563-24.5% | $2,647-55.4% | $2,381-50.4% |
| Participant deferral / active EE | $2,126 | $2,566-17.2% | $3,835-44.6% | $3,470-38.7% |
| Admin fee / account holder | $1,881 | $3,198-41.2% | $4,848-61.2% | $4,888-61.5% |