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 | $49,142 | $158,817-69.1% | $121,196-59.5% | $135,375-63.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -8.69% | -0.64%-8.1pp | 16.93%-25.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $7,075 | $5,665+24.9% | $4,022+75.9% | $4,779+48.1% |
| Participant deferral / active EE | $5,984 | $4,005+49.4% | $3,344+78.9% | $5,609+6.7% |
| Admin fee / account holder | $371 | $6,512-94.3% | $5,019-92.6% | $10,827-96.6% |