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 | $78,734 | $94,529-16.7% | $140,016-43.8% | $64,186+22.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.16% | 7.77%-10.9pp | 651.12%-654.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,852 | $3,812-51.4% | $5,606-67.0% | $2,381-22.2% |
| Participant deferral / active EE | $5,552 | $5,250+5.7% | $6,927-19.9% | $3,470+60.0% |
| Admin fee / account holder | $15,009 | $6,741+122.7% | $10,705+40.2% | $4,888+207.1% |