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 | $82,655 | $85,766-3.6% | $136,294-39.4% | $70,131+17.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.29% | 31.45%-16.2pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,688 | $2,966-43.1% | $4,695-64.0% | $2,342-27.9% |
| Participant deferral / active EE | $3,072 | $5,051-39.2% | $6,247-50.8% | $3,332-7.8% |
| Admin fee / account holder | $372 | $5,420-93.1% | $9,243-96.0% | $4,645-92.0% |