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 | $85,336 | $152,509-44.0% | $117,472-27.4% | $134,475-36.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -9.76% | 52.99%-62.8pp | 29.74%-39.5pp | 417.96%-427.7pp |
| Employer contribution / active EE | $6,213 | $5,571+11.5% | $4,176+48.8% | $4,740+31.1% |
| Participant deferral / active EE | $6,362 | $4,818+32.0% | $4,070+56.3% | $6,400-0.6% |
| Admin fee / account holder | $7,845 | $7,004+12.0% | $5,645+39.0% | $11,426-31.3% |