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 | $64,386 | $93,346-31.0% | $71,796-10.3% | $273,961-76.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.80% | 130.39%-122.6pp | 78.04%-70.2pp | 41.45%-33.7pp |
| Employer contribution / active EE | $731 | $2,733-73.3% | $1,924-62.0% | $4,869-85.0% |
| Participant deferral / active EE | $2,705 | $3,475-22.2% | $2,794-3.2% | $5,287-48.8% |
| Admin fee / account holder | $4,527 | $6,571-31.1% | $4,815-6.0% | $10,132-55.3% |