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 9-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 | $76,582 | $93,024-17.7% | $77,024-0.6% | $134,475-43.1% |
| Participation rate | 92.9% | 74.5%+18.4pp | 67.9%+25.0pp | 81.2%+11.6pp |
| Annual return | -15.08% | 62.60%-77.7pp | 42.32%-57.4pp | 417.96%-433.0pp |
| Employer contribution / active EE | $8,185 | $3,418+139.5% | $2,812+191.0% | $4,740+72.7% |
| Participant deferral / active EE | $5,138 | $5,238-1.9% | $4,426+16.1% | $6,400-19.7% |
| Admin fee / account holder | $681 | $6,944-90.2% | $5,425-87.4% | $11,426-94.0% |