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 9-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 | $59,766 | $99,159-39.7% | - | $167,490-64.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | - | 82.1%+17.9pp |
| Annual return | 12.95% | 15.94%-3.0pp | - | 478.56%-465.6pp |
| Employer contribution / active EE | $2,261 | $3,061-26.2% | - | $4,837-53.3% |
| Participant deferral / active EE | $5,038 | $4,624+9.0% | - | $6,341-20.6% |
| Admin fee / account holder | $1,895 | $3,125-39.4% | - | $12,309-84.6% |