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 | $106,016 | $81,900+29.4% | $119,609-11.4% | $68,494+54.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.99% | -23.82%+5.8pp | -14.97%-3.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $9,280 | $2,693+244.5% | $4,232+119.3% | $2,596+257.4% |
| Participant deferral / active EE | $8,656 | $4,148+108.7% | $5,602+54.5% | $4,027+114.9% |
| Admin fee / account holder | $600 | $6,582-90.9% | $10,323-94.2% | $5,403-88.9% |