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 | $73,208 | $57,354+27.6% | $83,848-12.7% | $64,186+14.1% |
| Participation rate | 96.3% | 68.6%+27.7pp | 76.1%+20.2pp | 69.6%+26.7pp |
| Annual return | -5.20% | 11.38%-16.6pp | 850.88%-856.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,214 | $2,545+65.5% | $3,631+16.1% | $2,381+77.0% |
| Participant deferral / active EE | $8,466 | $2,993+182.8% | $4,082+107.4% | $3,470+144.0% |
| Admin fee / account holder | $510 | $4,046-87.4% | $5,478-90.7% | $4,888-89.6% |