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 | $103,344 | $100,754+2.6% | $86,677+19.2% | $134,475-23.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.73% | 29.04%-47.8pp | 35.91%-54.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $6,269 | $3,489+79.7% | $2,836+121.0% | $4,740+32.3% |
| Participant deferral / active EE | $13,625 | $5,338+155.3% | $4,656+192.7% | $6,400+112.9% |
| Admin fee / account holder | $1,149 | $10,926-89.5% | $7,493-84.7% | $11,426-89.9% |