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 | $75,546 | $61,660+22.5% | $80,019-5.6% | $64,186+17.7% |
| Participation rate | 88.2% | 71.7%+16.5pp | 75.8%+12.4pp | 69.6%+18.7pp |
| Annual return | -6.27% | -0.33%-5.9pp | 11.22%-17.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $531 | $1,810-70.6% | $2,468-78.5% | $2,381-77.7% |
| Participant deferral / active EE | $4,205 | $2,968+41.7% | $3,686+14.1% | $3,470+21.2% |
| Admin fee / account holder | $6,759 | $5,417+24.8% | $6,521+3.6% | $4,888+38.3% |