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 | $182,129 | $76,000+139.6% | $154,107+18.2% | $64,186+183.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.42% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $7,036 | $3,351+110.0% | $5,298+32.8% | $2,381+195.5% |
| Participant deferral / active EE | $4,703 | $3,175+48.1% | $5,081-7.4% | $3,470+35.6% |
| Admin fee / account holder | $442 | $5,596-92.1% | $13,411-96.7% | $4,888-91.0% |