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 | $117,195 | $105,860+10.7% | $90,749+29.1% | $134,475-12.9% |
| Participation rate | 95.2% | 78.2%+17.0pp | 75.7%+19.5pp | 81.2%+14.0pp |
| Annual return | -16.62% | -11.01%-5.6pp | -12.16%-4.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $6,444 | $3,462+86.1% | $2,921+120.6% | $4,740+36.0% |
| Participant deferral / active EE | $3,269 | $5,216-37.3% | $4,564-28.4% | $6,400-48.9% |
| Admin fee / account holder | $873 | $13,938-93.7% | $8,445-89.7% | $11,426-92.4% |