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 9-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 | $179,061 | $167,307+7.0% | $143,757+24.6% | $134,475+33.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.62% | 0.46%-9.1pp | -0.04%-8.6pp | 417.96%-426.6pp |
| Employer contribution / active EE | $2,653 | $5,619-52.8% | $4,951-46.4% | $4,740-44.0% |
| Participant deferral / active EE | $13,229 | $6,446+105.2% | $5,637+134.7% | $6,400+106.7% |
| Admin fee / account holder | $1,825 | $18,088-89.9% | $14,673-87.6% | $11,426-84.0% |