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 | $86,313 | $77,813+10.9% | $123,544-30.1% | $64,186+34.5% |
| Participation rate | 95.5% | 74.7%+20.7pp | 82.3%+13.2pp | 69.6%+25.9pp |
| Annual return | -2.83% | 12.48%-15.3pp | 119.20%-122.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,778 | $3,014-7.8% | $4,628-40.0% | $2,381+16.7% |
| Participant deferral / active EE | $6,675 | $5,240+27.4% | $6,426+3.9% | $3,470+92.4% |
| Admin fee / account holder | $5,996 | $5,519+8.6% | $9,284-35.4% | $4,888+22.7% |