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 | $71,865 | $45,152+59.2% | $73,843-2.7% | $59,632+20.5% |
| Participation rate | 88.6% | 64.0%+24.5pp | 73.4%+15.1pp | 68.7%+19.9pp |
| Annual return | 0.04% | 27.40%-27.4pp | 2267.84%-2267.8pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $571 | $1,902-70.0% | $2,787-79.5% | $2,203-74.1% |
| Participant deferral / active EE | $6,517 | $2,574+153.2% | $3,583+81.9% | $3,192+104.2% |
| Admin fee / account holder | $39,494 | $3,516+1023.2% | $4,880+709.3% | $4,297+819.1% |