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 | $135,173 | $107,791+25.4% | $90,645+49.1% | $135,375-0.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -9.06% | -0.90%-8.2pp | 1.88%-10.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $4,216 | $3,018+39.7% | $2,532+66.5% | $4,779-11.8% |
| Participant deferral / active EE | $16,433 | $3,872+324.4% | $3,425+379.9% | $5,609+193.0% |
| Admin fee / account holder | $1,226 | $5,930-79.3% | $4,994-75.5% | $10,827-88.7% |