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 | $31,067 | $131,829-76.4% | $108,579-71.4% | $273,961-88.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.55% | -91.57%+104.1pp | -51.70%+64.2pp | 41.45%-28.9pp |
| Employer contribution / active EE | $4,500 | $4,912-8.4% | $3,758+19.7% | $4,869-7.6% |
| Participant deferral / active EE | $13,166 | $5,127+156.8% | $4,311+205.4% | $5,287+149.0% |
| Admin fee / account holder | $13,023 | $10,252+27.0% | $7,645+70.3% | $10,132+28.5% |