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 | $66,811 | $82,286-18.8% | $68,791-2.9% | $134,475-50.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.67% | -2.19%-9.5pp | -6.38%-5.3pp | 417.96%-429.6pp |
| Employer contribution / active EE | $14,495 | $3,301+339.2% | $2,655+445.9% | $4,740+205.8% |
| Participant deferral / active EE | $5,816 | $4,739+22.7% | $3,941+47.6% | $6,400-9.1% |
| Admin fee / account holder | $325 | $6,481-95.0% | $4,932-93.4% | $11,426-97.2% |