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 | $117,306 | $142,344-17.6% | $119,609-1.9% | $134,475-12.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.09% | -12.44%+7.3pp | -14.97%+9.9pp | 417.96%-423.1pp |
| Employer contribution / active EE | $4,110 | $5,222-21.3% | $4,232-2.9% | $4,740-13.3% |
| Participant deferral / active EE | $6,766 | $6,469+4.6% | $5,602+20.8% | $6,400+5.7% |
| Admin fee / account holder | $1,598 | $13,584-88.2% | $10,323-84.5% | $11,426-86.0% |