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 6-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 | $92,500 | $95,862-3.5% | $79,550+16.3% | $134,475-31.2% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | 3.47% | -2.69%+6.2pp | 0.16%+3.3pp | 417.96%-414.5pp |
| Employer contribution / active EE | $18,568 | $3,128+493.6% | $2,413+669.5% | $4,740+291.8% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $8,307 | $9,126-9.0% | $6,832+21.6% | $11,426-27.3% |