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 | $95,079 | $82,664+15.0% | $125,339-24.1% | $68,494+38.8% |
| Participation rate | 89.1% | 75.0%+14.1pp | 82.4%+6.8pp | 67.9%+21.2pp |
| Annual return | -13.67% | -5.97%-7.7pp | 572.05%-585.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $5,436 | $3,381+60.8% | $4,814+12.9% | $2,596+109.4% |
| Participant deferral / active EE | $3,580 | $6,110-41.4% | $7,446-51.9% | $4,027-11.1% |
| Admin fee / account holder | $1,338 | $6,275-78.7% | $10,010-86.6% | $5,403-75.2% |