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 | $107,413 | $72,404+48.4% | $110,238-2.6% | $64,186+67.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 0.81% | -6.29%+7.1pp | 314.74%-313.9pp | 7.63%-6.8pp |
| Employer contribution / active EE | $2,456 | $2,282+7.6% | $3,826-35.8% | $2,381+3.2% |
| Participant deferral / active EE | $5,532 | $3,469+59.4% | $4,672+18.4% | $3,470+59.4% |
| Admin fee / account holder | $3,679 | $5,664-35.1% | $8,547-57.0% | $4,888-24.7% |