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 | $81,061 | $94,529-14.2% | $140,016-42.1% | $64,186+26.3% |
| Participation rate | 85.4% | 84.1%+1.3pp | 87.5%-2.1pp | 69.6%+15.8pp |
| Annual return | 1.75% | 7.77%-6.0pp | 651.12%-649.4pp | 7.63%-5.9pp |
| Employer contribution / active EE | $2,193 | $3,812-42.5% | $5,606-60.9% | $2,381-7.9% |
| Participant deferral / active EE | $4,570 | $5,250-12.9% | $6,927-34.0% | $3,470+31.7% |
| Admin fee / account holder | $16,751 | $6,741+148.5% | $10,705+56.5% | $4,888+242.7% |