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 | $81,081 | $82,664-1.9% | $125,339-35.3% | $68,494+18.4% |
| Participation rate | 88.6% | 75.0%+13.5pp | 82.4%+6.2pp | 67.9%+20.7pp |
| Annual return | -19.00% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $7,072 | $3,381+109.2% | $4,814+46.9% | $2,596+172.4% |
| Participant deferral / active EE | $18,011 | $6,110+194.7% | $7,446+141.9% | $4,027+347.2% |
| Admin fee / account holder | $323 | $6,275-94.8% | $10,010-96.8% | $5,403-94.0% |