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 | $178,080 | $99,032+79.8% | $80,019+122.5% | $135,375+31.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.18% | 15.39%-17.6pp | 11.22%-13.4pp | 519.73%-521.9pp |
| Employer contribution / active EE | $4,781 | $3,043+57.1% | $2,468+93.7% | $4,7790% |
| Participant deferral / active EE | $6,445 | $4,282+50.5% | $3,686+74.9% | $5,609+14.9% |
| Admin fee / account holder | $8,678 | $10,436-16.8% | $6,521+33.1% | $10,827-19.8% |