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 | $106,890 | $67,331+58.8% | $60,874+75.6% | $134,475-20.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.67% | 49.93%-62.6pp | 16.90%-29.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $7,013 | $3,096+126.5% | $2,701+159.6% | $4,740+48.0% |
| Participant deferral / active EE | $13,747 | $4,538+202.9% | $3,817+260.2% | $6,400+114.8% |
| Admin fee / account holder | $746 | $4,582-83.7% | $3,224-76.9% | $11,426-93.5% |