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 | $233,330 | $99,032+135.6% | $80,019+191.6% | $135,375+72.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.32% | 15.39%-18.7pp | 11.22%-14.5pp | 519.73%-523.0pp |
| Employer contribution / active EE | $3,035 | $3,043-0.3% | $2,468+23.0% | $4,779-36.5% |
| Participant deferral / active EE | $6,480 | $4,282+51.3% | $3,686+75.8% | $5,609+15.5% |
| Admin fee / account holder | $30,948 | $10,436+196.6% | $6,521+374.6% | $10,827+185.8% |