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 | $85,927 | $99,032-13.2% | $80,019+7.4% | $135,375-36.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 0.96% | 15.39%-14.4pp | 11.22%-10.3pp | 519.73%-518.8pp |
| Employer contribution / active EE | $3,672 | $3,043+20.6% | $2,468+48.8% | $4,779-23.2% |
| Participant deferral / active EE | $8,579 | $4,282+100.4% | $3,686+132.8% | $5,609+53.0% |
| Admin fee / account holder | $2,026 | $10,436-80.6% | $6,521-68.9% | $10,827-81.3% |