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 | $39,615 | $40,256-1.6% | $57,343-30.9% | $59,632-33.6% |
| Participation rate | 98.0% | 69.2%+28.8pp | 75.1%+22.9pp | 68.7%+29.3pp |
| Annual return | -0.03% | 27.49%-27.5pp | 24.39%-24.4pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $6,671 | $1,922+247.1% | $2,689+148.1% | $2,203+202.9% |
| Participant deferral / active EE | $6,057 | $2,399+152.5% | $3,162+91.5% | $3,192+89.8% |
| Admin fee / account holder | $3,797 | $2,818+34.8% | $3,356+13.1% | $4,297-11.6% |