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 | $49,738 | $71,883-30.8% | $86,677-42.6% | $68,494-27.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 1.56% | 3.52%-2.0pp | 35.91%-34.3pp | -7.84%+9.4pp |
| Employer contribution / active EE | $2,392 | $2,173+10.1% | $2,836-15.7% | $2,596-7.9% |
| Participant deferral / active EE | $2,959 | $3,779-21.7% | $4,656-36.5% | $4,027-26.5% |
| Admin fee / account holder | $890 | $6,112-85.4% | $7,493-88.1% | $5,403-83.5% |