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 | $108,148 | $95,193+13.6% | $76,523+41.3% | $135,375-20.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.71% | 4.85%-9.6pp | -0.27%-4.4pp | 519.73%-524.4pp |
| Employer contribution / active EE | $14,346 | $3,302+334.4% | $2,647+441.9% | $4,779+200.2% |
| Participant deferral / active EE | $10,951 | $4,639+136.0% | $3,835+185.5% | $5,609+95.2% |
| Admin fee / account holder | $45,427 | $6,249+627.0% | $4,848+837.0% | $10,827+319.6% |