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 | $89,710 | $52,681+70.3% | $75,781+18.4% | $59,632+50.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -2.32% | 2.95%-5.3pp | 9.68%-12.0pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $7,598 | $2,193+246.4% | $3,323+128.6% | $2,203+244.9% |
| Participant deferral / active EE | $4,978 | $2,591+92.2% | $3,651+36.3% | $3,192+56.0% |
| Admin fee / account holder | $1,969 | $3,610-45.5% | $5,299-62.8% | $4,297-54.2% |