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 | $58,101 | $72,404-19.8% | $110,238-47.3% | $64,186-9.5% |
| Participation rate | 96.9% | 73.3%+23.5pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | 6.24% | -6.29%+12.5pp | 314.74%-308.5pp | 7.63%-1.4pp |
| Employer contribution / active EE | $4,767 | $2,282+108.9% | $3,826+24.6% | $2,381+100.2% |
| Participant deferral / active EE | $4,316 | $3,469+24.4% | $4,672-7.6% | $3,470+24.4% |
| Admin fee / account holder | $575 | $5,664-89.8% | $8,547-93.3% | $4,888-88.2% |