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 | $122,401 | $64,707+89.2% | $112,228+9.1% | $68,494+78.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.62% | -11.40%-3.2pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $5,074 | $2,746+84.8% | $3,635+39.6% | $2,596+95.4% |
| Participant deferral / active EE | $8,257 | $3,565+131.6% | $4,728+74.6% | $4,027+105.0% |
| Admin fee / account holder | $8,525 | $5,232+62.9% | $6,410+33.0% | $5,403+57.8% |