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 | $80,815 | $108,172-25.3% | $77,482+4.3% | $158,922-49.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 4.48% | 31.67%-27.2pp | 54.79%-50.3pp | 302.83%-298.3pp |
| Employer contribution / active EE | $2,897 | $1,325+118.7% | $986+193.7% | $4,761-39.2% |
| Participant deferral / active EE | $7,541 | $2,456+207.0% | $1,861+305.2% | $5,982+26.1% |
| Admin fee / account holder | $6,768 | $3,708+82.5% | $2,858+136.8% | $11,246-39.8% |