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 | $62,235 | $167,484-62.8% | $151,611-59.0% | $134,475-53.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.70% | 7.80%-23.5pp | 3.33%-19.0pp | 417.96%-433.7pp |
| Employer contribution / active EE | $9,518 | $6,829+39.4% | $6,166+54.4% | $4,740+100.8% |
| Participant deferral / active EE | $5,406 | $8,986-39.8% | $8,363-35.4% | $6,400-15.5% |
| Admin fee / account holder | $5,476 | $13,783-60.3% | $11,616-52.9% | $11,426-52.1% |