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 | $79,788 | $50,958+56.6% | $74,550+7.0% | $64,186+24.3% |
| Participation rate | 96.0% | 61.1%+34.9pp | 69.1%+26.9pp | 69.6%+26.4pp |
| Annual return | -4.61% | -1.86%-2.8pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,512 | $1,115+35.6% | $1,961-22.9% | $2,381-36.5% |
| Participant deferral / active EE | $6,048 | $2,301+162.8% | $3,108+94.6% | $3,470+74.3% |
| Admin fee / account holder | $1,627 | $4,223-61.5% | $5,060-67.9% | $4,888-66.7% |