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 | $23,619 | $129,942-81.8% | $104,294-77.4% | $134,475-82.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.56% | 42.03%-59.6pp | 24.61%-42.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $7,480 | $4,184+78.8% | $3,372+121.8% | $4,740+57.8% |
| Participant deferral / active EE | $3,679 | $5,588-34.2% | $4,625-20.4% | $6,400-42.5% |
| Admin fee / account holder | $975 | $9,323-89.5% | $7,339-86.7% | $11,426-91.5% |