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 9-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 | $128,302 | $99,652+28.8% | $78,778+62.9% | $147,584-13.1% |
| Participation rate | 72.7% | 76.2%-3.5pp | 69.2%+3.5pp | 82.8%-10.1pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,363 | $2,796-51.3% | $1,986-31.4% | $4,876-72.1% |
| Participant deferral / active EE | $2,905 | $3,664-20.7% | $2,958-1.8% | $5,439-46.6% |
| Admin fee / account holder | $700 | $7,155-90.2% | $5,134-86.4% | $10,885-93.6% |