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 | $80,908 | $107,791-24.9% | $90,645-10.7% | $135,375-40.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 4.33% | -0.90%+5.2pp | 1.88%+2.4pp | 519.73%-515.4pp |
| Employer contribution / active EE | $6,213 | $3,018+105.9% | $2,532+145.4% | $4,779+30.0% |
| Participant deferral / active EE | $6,289 | $3,872+62.4% | $3,425+83.6% | $5,609+12.1% |
| Admin fee / account holder | $943 | $5,930-84.1% | $4,994-81.1% | $10,827-91.3% |