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 | $86,781 | $92,222-5.9% | $76,768+13.0% | $135,375-35.9% |
| Participation rate | 90.5% | 79.8%+10.7pp | 77.0%+13.5pp | 82.6%+7.8pp |
| Annual return | -4.61% | 5.46%-10.1pp | 2.43%-7.0pp | 519.73%-524.3pp |
| Employer contribution / active EE | $5,721 | $3,216+77.9% | $2,485+130.2% | $4,779+19.7% |
| Participant deferral / active EE | $9,175 | $4,509+103.5% | $3,852+138.2% | $5,609+63.6% |
| Admin fee / account holder | $17,604 | $10,748+63.8% | $6,675+163.7% | $10,827+62.6% |