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 | $119,437 | $127,100-6.0% | $105,738+13.0% | $135,375-11.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.65% | 4.49%-10.1pp | 6.27%-11.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $16,611 | $4,107+304.5% | $3,268+408.2% | $4,779+247.6% |
| Participant deferral / active EE | $10,726 | $5,064+111.8% | $4,080+162.9% | $5,609+91.2% |
| Admin fee / account holder | $2,576 | $9,087-71.6% | $6,913-62.7% | $10,827-76.2% |