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 | $69,435 | $105,860-34.4% | $90,749-23.5% | $134,475-48.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.70% | -11.01%-4.7pp | -12.16%-3.5pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,000 | $3,462-13.3% | $2,921+2.7% | $4,740-36.7% |
| Participant deferral / active EE | $10,789 | $5,216+106.9% | $4,564+136.4% | $6,400+68.6% |
| Admin fee / account holder | $600 | $13,938-95.7% | $8,445-92.9% | $11,426-94.7% |