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 | $168,583 | $93,024+81.2% | $77,024+118.9% | $134,475+25.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -9.75% | 62.60%-72.3pp | 42.32%-52.1pp | 417.96%-427.7pp |
| Employer contribution / active EE | $19,599 | $3,418+473.4% | $2,812+596.9% | $4,740+313.5% |
| Participant deferral / active EE | $10,000 | $5,238+90.9% | $4,426+125.9% | $6,400+56.3% |
| Admin fee / account holder | $1,429 | $6,944-79.4% | $5,425-73.7% | $11,426-87.5% |