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 | $64,830 | $52,681+23.1% | $75,781-14.5% | $59,632+8.7% |
| Participation rate | 83.9% | 67.2%+16.6pp | 75.8%+8.1pp | 68.7%+15.2pp |
| Annual return | -0.93% | 2.95%-3.9pp | 9.68%-10.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $683 | $2,193-68.9% | $3,323-79.4% | $2,203-69.0% |
| Participant deferral / active EE | $3,095 | $2,591+19.4% | $3,651-15.3% | $3,192-3.0% |
| Admin fee / account holder | $5,196 | $3,610+44.0% | $5,299-1.9% | $4,297+20.9% |