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 | $92,242 | $57,354+60.8% | $83,848+10.0% | $64,186+43.7% |
| Participation rate | 85.7% | 68.6%+17.1pp | 76.1%+9.6pp | 69.6%+16.1pp |
| Annual return | -6.58% | 11.38%-18.0pp | 850.88%-857.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $7,828 | $2,545+207.5% | $3,631+115.6% | $2,381+228.8% |
| Participant deferral / active EE | $3,501 | $2,993+17.0% | $4,082-14.2% | $3,470+0.9% |
| Admin fee / account holder | $3,226 | $4,046-20.3% | $5,478-41.1% | $4,888-34.0% |