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 | $96,752 | $72,404+33.6% | $110,238-12.2% | $64,186+50.7% |
| Participation rate | 97.9% | 73.3%+24.6pp | 79.8%+18.1pp | 69.6%+28.3pp |
| Annual return | -5.97% | -6.29%+0.3pp | 314.74%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,688 | $2,282+105.5% | $3,826+22.5% | $2,381+96.9% |
| Participant deferral / active EE | $5,761 | $3,469+66.1% | $4,672+23.3% | $3,470+66.0% |
| Admin fee / account holder | $2,816 | $5,664-50.3% | $8,547-67.1% | $4,888-42.4% |