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 | $67,096 | $104,664-35.9% | $85,682-21.7% | $167,490-59.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.48% | 21.45%-8.0pp | 21.49%-8.0pp | 478.56%-465.1pp |
| Employer contribution / active EE | $604 | $3,337-81.9% | $2,618-76.9% | $4,837-87.5% |
| Participant deferral / active EE | $5,777 | $4,824+19.7% | $3,923+47.3% | $6,341-8.9% |
| Admin fee / account holder | $5,937 | $10,032-40.8% | $6,873-13.6% | $12,309-51.8% |