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 | $179,583 | $100,754+78.2% | $86,677+107.2% | $134,475+33.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.42% | 29.04%-44.5pp | 35.91%-51.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,771 | $3,489+8.1% | $2,836+33.0% | $4,740-20.4% |
| Participant deferral / active EE | $4,721 | $5,338-11.6% | $4,656+1.4% | $6,400-26.2% |
| Admin fee / account holder | $20,953 | $10,926+91.8% | $7,493+179.6% | $11,426+83.4% |