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 | $89,138 | $77,813+14.6% | $123,544-27.8% | $64,186+38.9% |
| Participation rate | 91.4% | 74.7%+16.7pp | 82.3%+9.1pp | 69.6%+21.9pp |
| Annual return | -4.73% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $5,196 | $3,014+72.4% | $4,628+12.3% | $2,381+118.3% |
| Participant deferral / active EE | $10,417 | $5,240+98.8% | $6,426+62.1% | $3,470+200.2% |
| Admin fee / account holder | $18,921 | $5,519+242.9% | $9,284+103.8% | $4,888+287.1% |