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 | $57,908 | $133,958-56.8% | $112,228-48.4% | $134,475-56.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.96% | 47.11%-67.1pp | 27.45%-47.4pp | 417.96%-437.9pp |
| Employer contribution / active EE | $3,220 | $4,038-20.3% | $3,635-11.4% | $4,740-32.1% |
| Participant deferral / active EE | $4,766 | $5,291-9.9% | $4,728+0.8% | $6,400-25.5% |
| Admin fee / account holder | $657 | $7,489-91.2% | $6,410-89.7% | $11,426-94.2% |