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 6-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 | $16,265 | $93,024-82.5% | $77,024-78.9% | $134,475-87.9% |
| Participation rate | 86.7% | 74.5%+12.2pp | 67.9%+18.8pp | 81.2%+5.4pp |
| Annual return | -18.59% | 62.60%-81.2pp | 42.32%-60.9pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,634 | $3,418-22.9% | $2,812-6.3% | $4,740-44.4% |
| Participant deferral / active EE | $4,407 | $5,238-15.9% | $4,426-0.4% | $6,400-31.1% |
| Admin fee / account holder | $344 | $6,944-95.0% | $5,425-93.7% | $11,426-97.0% |