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 | $96,424 | $76,000+26.9% | $154,107-37.4% | $64,186+50.2% |
| Participation rate | 75.6% | 70.4%+5.2pp | 83.0%-7.4pp | 69.6%+6.0pp |
| Annual return | 8.42% | 30.32%-21.9pp | 735.12%-726.7pp | 7.63%+0.8pp |
| Employer contribution / active EE | $610 | $3,351-81.8% | $5,298-88.5% | $2,381-74.4% |
| Participant deferral / active EE | $2,347 | $3,175-26.1% | $5,081-53.8% | $3,470-32.4% |
| Admin fee / account holder | $20,257 | $5,596+262.0% | $13,411+51.0% | $4,888+314.4% |