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 | $34,890 | $52,519-33.6% | $155,790-77.6% | $59,632-41.5% |
| Participation rate | 81.7% | 61.7%+20.0pp | 76.1%+5.6pp | 68.7%+13.0pp |
| Annual return | 2.13% | 53.51%-51.4pp | 71.54%-69.4pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $511 | $1,589-67.9% | $3,836-86.7% | $2,203-76.8% |
| Participant deferral / active EE | $4,044 | $3,084+31.1% | $4,797-15.7% | $3,192+26.7% |
| Admin fee / account holder | $3,153 | $3,540-10.9% | $7,478-57.8% | $4,297-26.6% |