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 9-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 | $67,069 | $142,344-52.9% | $119,609-43.9% | $134,475-50.1% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -19.89% | -12.44%-7.5pp | -14.97%-4.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $10,885 | $5,222+108.4% | $4,232+157.2% | $4,740+129.7% |
| Participant deferral / active EE | $7,702 | $6,469+19.1% | $5,602+37.5% | $6,400+20.4% |
| Admin fee / account holder | $1,363 | $13,584-90.0% | $10,323-86.8% | $11,426-88.1% |