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 | $126,429 | $92,222+37.1% | $76,768+64.7% | $135,375-6.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.41% | 5.46%-12.9pp | 2.43%-9.8pp | 519.73%-527.1pp |
| Employer contribution / active EE | $10,087 | $3,216+213.7% | $2,485+305.9% | $4,779+111.1% |
| Participant deferral / active EE | $5,186 | $4,509+15.0% | $3,852+34.6% | $5,609-7.5% |
| Admin fee / account holder | $962 | $10,748-91.1% | $6,675-85.6% | $10,827-91.1% |