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 | $76,316 | $76,000+0.4% | $154,107-50.5% | $64,186+18.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.79% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $5,229 | $3,351+56.1% | $5,298-1.3% | $2,381+119.6% |
| Participant deferral / active EE | $4,485 | $3,175+41.3% | $5,081-11.7% | $3,470+29.3% |
| Admin fee / account holder | $376 | $5,596-93.3% | $13,411-97.2% | $4,888-92.3% |