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 | $154,916 | $95,193+62.7% | $76,523+102.4% | $135,375+14.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.34% | 4.85%-8.2pp | -0.27%-3.1pp | 519.73%-523.1pp |
| Employer contribution / active EE | $7,366 | $3,302+123.0% | $2,647+178.2% | $4,779+54.1% |
| Participant deferral / active EE | $4,869 | $4,639+5.0% | $3,835+26.9% | $5,609-13.2% |
| Admin fee / account holder | $5,299 | $6,249-15.2% | $4,848+9.3% | $10,827-51.1% |