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 | $99,405 | $82,286+20.8% | $68,791+44.5% | $134,475-26.1% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -16.89% | -2.19%-14.7pp | -6.38%-10.5pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,125 | $3,301-5.3% | $2,655+17.7% | $4,740-34.1% |
| Participant deferral / active EE | $6,300 | $4,739+32.9% | $3,941+59.9% | $6,400-1.6% |
| Admin fee / account holder | $499 | $6,481-92.3% | $4,932-89.9% | $11,426-95.6% |