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 | $51,148 | $113,935-55.1% | $94,224-45.7% | $125,391-59.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.06% | 5.29%-4.2pp | 10.68%-9.6pp | 282.22%-281.2pp |
| Employer contribution / active EE | $11,242 | $4,727+137.8% | $3,587+213.5% | $4,866+131.0% |
| Participant deferral / active EE | $6,758 | $5,179+30.5% | $4,320+56.4% | $5,352+26.3% |
| Admin fee / account holder | $507 | $8,391-94.0% | $6,269-91.9% | $9,540-94.7% |