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 | $109,111 | $57,354+90.2% | $83,848+30.1% | $64,186+70.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.87% | 11.38%-18.3pp | 850.88%-857.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $7,985 | $2,545+213.7% | $3,631+119.9% | $2,381+235.4% |
| Participant deferral / active EE | $8,387 | $2,993+180.2% | $4,082+105.5% | $3,470+141.7% |
| Admin fee / account holder | $411 | $4,046-89.9% | $5,478-92.5% | $4,888-91.6% |