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 | $121,368 | $167,484-27.5% | $151,611-19.9% | $134,475-9.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.23% | 7.80%-28.0pp | 3.33%-23.6pp | 417.96%-438.2pp |
| Employer contribution / active EE | $15,584 | $6,829+128.2% | $6,166+152.7% | $4,740+228.8% |
| Participant deferral / active EE | $13,935 | $8,986+55.1% | $8,363+66.6% | $6,400+117.7% |
| Admin fee / account holder | $836 | $13,783-93.9% | $11,616-92.8% | $11,426-92.7% |