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 | $78,110 | $82,664-5.5% | $125,339-37.7% | $68,494+14.0% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | 7.20% | -5.97%+13.2pp | 572.05%-564.9pp | -7.84%+15.0pp |
| Employer contribution / active EE | $5,116 | $3,381+51.3% | $4,814+6.3% | $2,596+97.0% |
| Participant deferral / active EE | $11,289 | $6,110+84.8% | $7,446+51.6% | $4,027+180.3% |
| Admin fee / account holder | $747 | $6,275-88.1% | $10,010-92.5% | $5,403-86.2% |