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 6-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 | $23,073 | $93,024-75.2% | $77,024-70.0% | $134,475-82.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.12% | 62.60%-79.7pp | 42.32%-59.4pp | 417.96%-435.1pp |
| Employer contribution / active EE | $14,817 | $3,418+333.5% | $2,812+426.9% | $4,740+212.6% |
| Participant deferral / active EE | $7,122 | $5,238+36.0% | $4,426+60.9% | $6,400+11.3% |
| Admin fee / account holder | $458 | $6,944-93.4% | $5,425-91.6% | $11,426-96.0% |