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 8-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 | $66,897 | $152,509-56.1% | $117,472-43.1% | $134,475-50.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.02% | 52.99%-73.0pp | 29.74%-49.8pp | 417.96%-438.0pp |
| Employer contribution / active EE | $11,153 | $5,571+100.2% | $4,176+167.1% | $4,740+135.3% |
| Participant deferral / active EE | $13,870 | $4,818+187.9% | $4,070+240.8% | $6,400+116.7% |
| Admin fee / account holder | $369 | $7,004-94.7% | $5,645-93.5% | $11,426-96.8% |