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 | $93,467 | $82,664+13.1% | $125,339-25.4% | $68,494+36.5% |
| Participation rate | 87.3% | 75.0%+12.2pp | 82.4%+4.9pp | 67.9%+19.4pp |
| Annual return | -16.25% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $5,039 | $3,381+49.0% | $4,814+4.7% | $2,596+94.1% |
| Participant deferral / active EE | $11,985 | $6,110+96.1% | $7,446+61.0% | $4,027+197.6% |
| Admin fee / account holder | $1,566 | $6,275-75.0% | $10,010-84.4% | $5,403-71.0% |