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 | $158,950 | $84,527+88.0% | $67,711+134.7% | $125,391+26.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 1.50% | 2.57%-1.1pp | 25.41%-23.9pp | 282.22%-280.7pp |
| Employer contribution / active EE | $1,572 | $3,292-52.2% | $2,559-38.6% | $4,866-67.7% |
| Participant deferral / active EE | $9,945 | $4,429+124.5% | $3,585+177.4% | $5,352+85.8% |
| Admin fee / account holder | $782 | $5,340-85.4% | $4,255-81.6% | $9,540-91.8% |