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 | $99,837 | $57,354+74.1% | $83,848+19.1% | $64,186+55.5% |
| Participation rate | 80.6% | 68.6%+11.9pp | 76.1%+4.4pp | 69.6%+11.0pp |
| Annual return | -6.36% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $14,364 | $2,545+464.3% | $3,631+295.6% | $2,381+503.3% |
| Participant deferral / active EE | $1,474 | $2,993-50.7% | $4,082-63.9% | $3,470-57.5% |
| Admin fee / account holder | $1,800 | $4,046-55.5% | $5,478-67.1% | $4,888-63.2% |