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 | $114,087 | $211,958-46.2% | $169,463-32.7% | $135,375-15.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.61% | 3.26%-3.9pp | 1.83%-2.4pp | 519.73%-520.3pp |
| Employer contribution / active EE | $15,707 | $5,120+206.8% | $4,159+277.7% | $4,779+228.7% |
| Participant deferral / active EE | $11,035 | $6,075+81.6% | $5,277+109.1% | $5,609+96.7% |
| Admin fee / account holder | $1,337 | $11,471-88.3% | $9,109-85.3% | $10,827-87.7% |