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 | $109,408 | $95,862+14.1% | $79,550+37.5% | $134,475-18.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.18% | -2.69%-12.5pp | 0.16%-15.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $3,681 | $3,128+17.7% | $2,413+52.6% | $4,740-22.3% |
| Participant deferral / active EE | $13,122 | $4,693+179.6% | $3,985+229.3% | $6,400+105.0% |
| Admin fee / account holder | $995 | $9,126-89.1% | $6,832-85.4% | $11,426-91.3% |