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 | $92,671 | $45,863+102.1% | $77,024+20.3% | $68,494+35.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -13.97% | 1.72%-15.7pp | 42.32%-56.3pp | -7.84%-6.1pp |
| Employer contribution / active EE | $5,486 | $1,650+232.6% | $2,812+95.1% | $2,596+111.3% |
| Participant deferral / active EE | $3,038 | $2,962+2.5% | $4,426-31.4% | $4,027-24.6% |
| Admin fee / account holder | $6,369 | $3,041+109.5% | $5,425+17.4% | $5,403+17.9% |