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 9-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 | $127,952 | $56,357+127.0% | $104,294+22.7% | $68,494+86.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -8.75% | -9.19%+0.4pp | 24.61%-33.4pp | -7.84%-0.9pp |
| Employer contribution / active EE | $3,097 | $1,960+58.0% | $3,372-8.1% | $2,596+19.3% |
| Participant deferral / active EE | $4,838 | $3,077+57.2% | $4,625+4.6% | $4,027+20.1% |
| Admin fee / account holder | $11,070 | $4,903+125.8% | $7,339+50.8% | $5,403+104.9% |