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 | $71,814 | $49,227+45.9% | $70,449+1.9% | $79,858-10.1% |
| Participation rate | 96.8% | 69.2%+27.6pp | 75.1%+21.7pp | 69.6%+27.1pp |
| Annual return | 15.29% | 30.06%-14.8pp | 109.03%-93.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $995 | $2,099-52.6% | $2,737-63.6% | $2,471-59.7% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11,778 | $2,878+309.2% | $3,845+206.3% | $5,306+122.0% |