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 7-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 | $78,936 | $133,958-41.1% | $112,228-29.7% | $134,475-41.3% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -19.44% | 47.11%-66.6pp | 27.45%-46.9pp | 417.96%-437.4pp |
| Employer contribution / active EE | $8,603 | $4,038+113.0% | $3,635+136.7% | $4,740+81.5% |
| Participant deferral / active EE | $13,062 | $5,291+146.9% | $4,728+176.3% | $6,400+104.1% |
| Admin fee / account holder | $1,351 | $7,489-82.0% | $6,410-78.9% | $11,426-88.2% |