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 | $55,002 | $52,681+4.4% | $75,781-27.4% | $59,632-7.8% |
| Participation rate | 94.8% | 67.2%+27.6pp | 75.8%+19.0pp | 68.7%+26.2pp |
| Annual return | -0.09% | 2.95%-3.0pp | 9.68%-9.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $2,701 | $2,193+23.1% | $3,323-18.7% | $2,203+22.6% |
| Participant deferral / active EE | $4,624 | $2,591+78.5% | $3,651+26.6% | $3,192+44.9% |
| Admin fee / account holder | $1,362 | $3,610-62.3% | $5,299-74.3% | $4,297-68.3% |