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 | $223,211 | $90,590+146.4% | $90,782+145.9% | $135,375+64.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -6.38% | -3.40%-3.0pp | -3.42%-3.0pp | 519.73%-526.1pp |
| Employer contribution / active EE | $15,307 | $4,352+251.7% | $4,105+272.9% | $4,779+220.3% |
| Participant deferral / active EE | $10,257 | $5,407+89.7% | $5,366+91.1% | $5,609+82.9% |
| Admin fee / account holder | $2,300 | $7,683-70.1% | $5,908-61.1% | $10,827-78.8% |