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 | $105,656 | $105,860-0.2% | $90,749+16.4% | $134,475-21.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.51% | -11.01%-1.5pp | -12.16%-0.3pp | 417.96%-430.5pp |
| Employer contribution / active EE | $9,438 | $3,462+172.6% | $2,921+223.1% | $4,740+99.1% |
| Participant deferral / active EE | $12,881 | $5,216+147.0% | $4,564+182.2% | $6,400+101.3% |
| Admin fee / account holder | $642 | $13,938-95.4% | $8,445-92.4% | $11,426-94.4% |