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 | $118,866 | $95,862+24.0% | $79,550+49.4% | $134,475-11.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.40% | -2.69%-14.7pp | 0.16%-17.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $7,560 | $3,128+141.7% | $2,413+213.3% | $4,740+59.5% |
| Participant deferral / active EE | $1,849 | $4,693-60.6% | $3,985-53.6% | $6,400-71.1% |
| Admin fee / account holder | $1,344 | $9,126-85.3% | $6,832-80.3% | $11,426-88.2% |