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 | $57,441 | $52,903+8.6% | $73,307-21.6% | $59,632-3.7% |
| Participation rate | 94.6% | 68.2%+26.4pp | 74.9%+19.7pp | 68.7%+25.9pp |
| Annual return | 2.32% | 12.20%-9.9pp | 5.67%-3.4pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $5,414 | $1,909+183.7% | $3,237+67.2% | $2,203+145.8% |
| Participant deferral / active EE | $7,965 | $4,069+95.7% | $4,991+59.6% | $3,192+149.6% |
| Admin fee / account holder | $1,578 | $3,834-58.8% | $5,637-72.0% | $4,297-63.3% |