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 | $120,810 | $76,000+59.0% | $154,107-21.6% | $64,186+88.2% |
| Participation rate | 93.3% | 70.4%+22.9pp | 83.0%+10.3pp | 69.6%+23.8pp |
| Annual return | -6.44% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $4,773 | $3,351+42.4% | $5,298-9.9% | $2,381+100.5% |
| Participant deferral / active EE | $5,822 | $3,175+83.4% | $5,081+14.6% | $3,470+67.8% |
| Admin fee / account holder | $5,004 | $5,596-10.6% | $13,411-62.7% | $4,888+2.4% |