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 | $102,273 | $167,307-38.9% | $143,757-28.9% | $134,475-23.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.51% | 0.46%-12.0pp | -0.04%-11.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $17,976 | $5,619+219.9% | $4,951+263.1% | $4,740+279.3% |
| Participant deferral / active EE | $10,981 | $6,446+70.4% | $5,637+94.8% | $6,400+71.6% |
| Admin fee / account holder | $5,349 | $18,088-70.4% | $14,673-63.5% | $11,426-53.2% |