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 | $77,383 | $73,867+4.8% | $143,757-46.2% | $68,494+13.0% |
| Participation rate | 84.2% | 66.7%+17.6pp | 80.3%+3.9pp | 67.9%+16.3pp |
| Annual return | -18.79% | 1.01%-19.8pp | -0.04%-18.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $5,175 | $3,184+62.5% | $4,951+4.5% | $2,596+99.3% |
| Participant deferral / active EE | $3,527 | $3,384+4.2% | $5,637-37.4% | $4,027-12.4% |
| Admin fee / account holder | $1,426 | $5,755-75.2% | $14,673-90.3% | $5,403-73.6% |