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 | $200,862 | $167,307+20.1% | $143,757+39.7% | $134,475+49.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.06% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $16,323 | $5,619+190.5% | $4,951+229.7% | $4,740+244.4% |
| Participant deferral / active EE | $7,667 | $6,446+18.9% | $5,637+36.0% | $6,400+19.8% |
| Admin fee / account holder | $2,016 | $18,088-88.9% | $14,673-86.3% | $11,426-82.4% |