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 | $45,897 | $82,664-44.5% | $125,339-63.4% | $68,494-33.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 2.28% | -5.97%+8.2pp | 572.05%-569.8pp | -7.84%+10.1pp |
| Employer contribution / active EE | $5,213 | $3,381+54.2% | $4,814+8.3% | $2,596+100.8% |
| Participant deferral / active EE | $9,665 | $6,110+58.2% | $7,446+29.8% | $4,027+140.0% |
| Admin fee / account holder | $899 | $6,275-85.7% | $10,010-91.0% | $5,403-83.4% |