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 | $142,370 | $129,942+9.6% | $104,294+36.5% | $134,475+5.9% |
| Participation rate | 92.3% | 79.5%+12.8pp | 73.3%+19.0pp | 81.2%+11.1pp |
| Annual return | -19.90% | 42.03%-61.9pp | 24.61%-44.5pp | 417.96%-437.9pp |
| Employer contribution / active EE | $8,549 | $4,184+104.3% | $3,372+153.5% | $4,740+80.4% |
| Participant deferral / active EE | $9,209 | $5,588+64.8% | $4,625+99.1% | $6,400+43.9% |
| Admin fee / account holder | $3,145 | $9,323-66.3% | $7,339-57.1% | $11,426-72.5% |