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 | $145,873 | $93,024+56.8% | $77,024+89.4% | $134,475+8.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.69% | 62.60%-77.3pp | 42.32%-57.0pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,045 | $3,418-40.2% | $2,812-27.3% | $4,740-56.9% |
| Participant deferral / active EE | $9,123 | $5,238+74.2% | $4,426+106.1% | $6,400+42.6% |
| Admin fee / account holder | $972 | $6,944-86.0% | $5,425-82.1% | $11,426-91.5% |