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 | $230,892 | $105,860+118.1% | $90,749+154.4% | $134,475+71.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.25% | -11.01%-1.2pp | -12.16%-0.1pp | 417.96%-430.2pp |
| Employer contribution / active EE | $4,368 | $3,462+26.2% | $2,921+49.5% | $4,740-7.8% |
| Participant deferral / active EE | $6,045 | $5,216+15.9% | $4,564+32.5% | $6,400-5.5% |
| Admin fee / account holder | $422 | $13,938-97.0% | $8,445-95.0% | $11,426-96.3% |