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 | $129,940 | $86,699+49.9% | $73,307+77.3% | $125,391+3.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.21% | 2.78%-5.0pp | 5.67%-7.9pp | 282.22%-284.4pp |
| Employer contribution / active EE | $12,159 | $4,152+192.8% | $3,237+275.6% | $4,866+149.9% |
| Participant deferral / active EE | $9,708 | $5,550+74.9% | $4,991+94.5% | $5,352+81.4% |
| Admin fee / account holder | $540 | $7,771-93.1% | $5,637-90.4% | $9,540-94.3% |