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 8-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 | $155,586 | $97,044+60.3% | $83,333+86.7% | $135,375+14.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.39% | 12.31%-19.7pp | 10.63%-18.0pp | 519.73%-527.1pp |
| Employer contribution / active EE | $4,190 | $4,143+1.1% | $3,379+24.0% | $4,779-12.3% |
| Participant deferral / active EE | $12,960 | $5,964+117.3% | $5,565+132.9% | $5,609+131.1% |
| Admin fee / account holder | $1,128 | $8,380-86.5% | $7,510-85.0% | $10,827-89.6% |