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 | $99,876 | $82,664+20.8% | $125,339-20.3% | $68,494+45.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.20% | -5.97%-7.2pp | 572.05%-585.3pp | -7.84%-5.4pp |
| Employer contribution / active EE | $7,851 | $3,381+132.2% | $4,814+63.1% | $2,596+202.4% |
| Participant deferral / active EE | $5,665 | $6,110-7.3% | $7,446-23.9% | $4,027+40.7% |
| Admin fee / account holder | $631 | $6,275-89.9% | $10,010-93.7% | $5,403-88.3% |