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 | $219,588 | $100,754+117.9% | $86,677+153.3% | $134,475+63.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.22% | 29.04%-46.3pp | 35.91%-53.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $13,380 | $3,489+283.5% | $2,836+371.7% | $4,740+182.3% |
| Participant deferral / active EE | $6,764 | $5,338+26.7% | $4,656+45.3% | $6,400+5.7% |
| Admin fee / account holder | $1,567 | $10,926-85.7% | $7,493-79.1% | $11,426-86.3% |