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 | $111,393 | $82,664+34.8% | $125,339-11.1% | $68,494+62.6% |
| Participation rate | 96.2% | 75.0%+21.2pp | 82.4%+13.9pp | 67.9%+28.3pp |
| Annual return | -17.56% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,142 | $3,381+22.5% | $4,814-14.0% | $2,596+59.5% |
| Participant deferral / active EE | $9,387 | $6,110+53.6% | $7,446+26.1% | $4,027+133.1% |
| Admin fee / account holder | $13,031 | $6,275+107.7% | $10,010+30.2% | $5,403+141.2% |