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 | $177,288 | $95,193+86.2% | $76,523+131.7% | $135,375+31.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.76% | 4.85%-11.6pp | -0.27%-6.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $6,971 | $3,302+111.1% | $2,647+163.4% | $4,779+45.9% |
| Participant deferral / active EE | $6,300 | $4,639+35.8% | $3,835+64.3% | $5,609+12.3% |
| Admin fee / account holder | $2,420 | $6,249-61.3% | $4,848-50.1% | $10,827-77.7% |