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 | $99,004 | $105,860-6.5% | $90,749+9.1% | $134,475-26.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.11% | -11.01%+0.9pp | -12.16%+2.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $4,212 | $3,462+21.7% | $2,921+44.2% | $4,740-11.1% |
| Participant deferral / active EE | $9,491 | $5,216+82.0% | $4,564+107.9% | $6,400+48.3% |
| Admin fee / account holder | $627 | $13,938-95.5% | $8,445-92.6% | $11,426-94.5% |