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 | $99,768 | $92,222+8.2% | $76,768+30.0% | $135,375-26.3% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -3.32% | 5.46%-8.8pp | 2.43%-5.7pp | 519.73%-523.1pp |
| Employer contribution / active EE | $9,906 | $3,216+208.0% | $2,485+298.6% | $4,779+107.3% |
| Participant deferral / active EE | $6,282 | $4,509+39.3% | $3,852+63.1% | $5,609+12.0% |
| Admin fee / account holder | $30,498 | $10,748+183.8% | $6,675+356.9% | $10,827+181.7% |