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 | $52,378 | $167,307-68.7% | $143,757-63.6% | $134,475-61.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.71% | 0.46%-6.2pp | -0.04%-5.7pp | 417.96%-423.7pp |
| Employer contribution / active EE | $3,183 | $5,619-43.4% | $4,951-35.7% | $4,740-32.8% |
| Participant deferral / active EE | $13,750 | $6,446+113.3% | $5,637+143.9% | $6,400+114.9% |
| Admin fee / account holder | $401 | $18,088-97.8% | $14,673-97.3% | $11,426-96.5% |