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 | $105,482 | $167,484-37.0% | $151,611-30.4% | $134,475-21.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.12% | 7.80%-17.9pp | 3.33%-13.4pp | 417.96%-428.1pp |
| Employer contribution / active EE | $24,432 | $6,829+257.8% | $6,166+296.2% | $4,740+415.5% |
| Participant deferral / active EE | $19,248 | $8,986+114.2% | $8,363+130.1% | $6,400+200.8% |
| Admin fee / account holder | $6,728 | $13,783-51.2% | $11,616-42.1% | $11,426-41.1% |