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 | $249,974 | $97,044+157.6% | $83,333+200.0% | $135,375+84.7% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -6.45% | 12.31%-18.8pp | 10.63%-17.1pp | 519.73%-526.2pp |
| Employer contribution / active EE | $10,751 | $4,143+159.5% | $3,379+218.2% | $4,779+125.0% |
| Participant deferral / active EE | $14,135 | $5,964+137.0% | $5,565+154.0% | $5,609+152.0% |
| Admin fee / account holder | $38,044 | $8,380+354.0% | $7,510+406.5% | $10,827+251.4% |