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 | $111,338 | $100,754+10.5% | $86,677+28.5% | $134,475-17.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.21% | 29.04%-48.2pp | 35.91%-55.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $12,837 | $3,489+267.9% | $2,836+352.6% | $4,740+170.8% |
| Participant deferral / active EE | $26,000 | $5,338+387.1% | $4,656+458.5% | $6,400+306.3% |
| Admin fee / account holder | $2,094 | $10,926-80.8% | $7,493-72.1% | $11,426-81.7% |