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 | $65,442 | $99,919-34.5% | - | $158,922-58.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | - | 82.0%+18.0pp |
| Annual return | 12.86% | 35.31%-22.4pp | - | 302.83%-290.0pp |
| Employer contribution / active EE | $8,526 | $3,686+131.3% | - | $4,761+79.1% |
| Participant deferral / active EE | $8,616 | $4,771+80.6% | - | $5,982+44.0% |
| Admin fee / account holder | $21,333 | $2,820+656.5% | - | $11,246+89.7% |