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 9-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 | $112,491 | $100,754+11.6% | $86,677+29.8% | $134,475-16.3% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -19.68% | 29.04%-48.7pp | 35.91%-55.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,028 | $3,489-13.2% | $2,836+6.8% | $4,740-36.1% |
| Participant deferral / active EE | $10,620 | $5,338+99.0% | $4,656+128.1% | $6,400+65.9% |
| Admin fee / account holder | $716 | $10,926-93.4% | $7,493-90.4% | $11,426-93.7% |