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 | $103,743 | $92,222+12.5% | $76,768+35.1% | $135,375-23.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.50% | 5.46%-13.0pp | 2.43%-9.9pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,913 | $3,216-9.4% | $2,485+17.2% | $4,779-39.0% |
| Participant deferral / active EE | $12,333 | $4,509+173.5% | $3,852+220.2% | $5,609+119.9% |
| Admin fee / account holder | $5,227 | $10,748-51.4% | $6,675-21.7% | $10,827-51.7% |