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 | $88,892 | $49,177+80.8% | $79,464+11.9% | $64,186+38.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.24% | -1.16%-5.1pp | 718.14%-724.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $11,480 | $2,076+452.9% | $2,800+309.9% | $2,381+382.2% |
| Participant deferral / active EE | $7,281 | $2,821+158.1% | $3,704+96.6% | $3,470+109.8% |
| Admin fee / account holder | $847 | $3,839-77.9% | $5,113-83.4% | $4,888-82.7% |