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 | $59,180 | $93,024-36.4% | $77,024-23.2% | $134,475-56.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.51% | 62.60%-79.1pp | 42.32%-58.8pp | 417.96%-434.5pp |
| Employer contribution / active EE | $7,772 | $3,418+127.4% | $2,812+176.4% | $4,740+64.0% |
| Participant deferral / active EE | $5,511 | $5,238+5.2% | $4,426+24.5% | $6,400-13.9% |
| Admin fee / account holder | $1,610 | $6,944-76.8% | $5,425-70.3% | $11,426-85.9% |