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 7-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 | $75,675 | $93,024-18.7% | $77,024-1.8% | $134,475-43.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.46% | 62.60%-81.1pp | 42.32%-60.8pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,495 | $3,418+2.2% | $2,812+24.3% | $4,740-26.3% |
| Participant deferral / active EE | $14,631 | $5,238+179.3% | $4,426+230.5% | $6,400+128.6% |
| Admin fee / account holder | $530 | $6,944-92.4% | $5,425-90.2% | $11,426-95.4% |