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 | $104,578 | $82,664+26.5% | $125,339-16.6% | $68,494+52.7% |
| Participation rate | 85.2% | 75.0%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -17.92% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $5,054 | $3,381+49.5% | $4,814+5.0% | $2,596+94.7% |
| Participant deferral / active EE | $5,385 | $6,110-11.9% | $7,446-27.7% | $4,027+33.7% |
| Admin fee / account holder | $2,585 | $6,275-58.8% | $10,010-74.2% | $5,403-52.2% |