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 8-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 | $130,369 | $129,942+0.3% | $104,294+25.0% | $134,475-3.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.32% | 42.03%-61.3pp | 24.61%-43.9pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,500 | $4,184-64.1% | $3,372-55.5% | $4,740-68.3% |
| Participant deferral / active EE | $5,665 | $5,588+1.4% | $4,625+22.5% | $6,400-11.5% |
| Admin fee / account holder | $22,311 | $9,323+139.3% | $7,339+204.0% | $11,426+95.3% |