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 | $106,910 | $67,331+58.8% | $60,874+75.6% | $134,475-20.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -9.68% | 49.93%-59.6pp | 16.90%-26.6pp | 417.96%-427.6pp |
| Employer contribution / active EE | $4,183 | $3,096+35.1% | $2,701+54.9% | $4,740-11.7% |
| Participant deferral / active EE | $6,283 | $4,538+38.4% | $3,817+64.6% | $6,400-1.8% |
| Admin fee / account holder | $3,059 | $4,582-33.2% | $3,224-5.1% | $11,426-73.2% |