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 | $158,771 | $59,805+165.5% | $79,550+99.6% | $68,494+131.8% |
| Participation rate | 73.5% | 61.1%+12.5pp | 69.5%+4.0pp | 67.9%+5.6pp |
| Annual return | -12.80% | -12.30%-0.5pp | 0.16%-13.0pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,255 | $1,505-16.6% | $2,413-48.0% | $2,596-51.6% |
| Participant deferral / active EE | $2,790 | $3,024-7.8% | $3,985-30.0% | $4,027-30.7% |
| Admin fee / account holder | $8,255 | $4,835+70.7% | $6,832+20.8% | $5,403+52.8% |