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 | $81,194 | $95,193-14.7% | $76,523+6.1% | $135,375-40.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.31% | 4.85%-14.2pp | -0.27%-9.0pp | 519.73%-529.0pp |
| Employer contribution / active EE | $6,577 | $3,302+99.2% | $2,647+148.5% | $4,779+37.6% |
| Participant deferral / active EE | $13,628 | $4,639+193.8% | $3,835+255.3% | $5,609+143.0% |
| Admin fee / account holder | $3,135 | $6,249-49.8% | $4,848-35.3% | $10,827-71.0% |