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 | $116,152 | $167,484-30.6% | $151,611-23.4% | $134,475-13.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.87% | 7.80%-27.7pp | 3.33%-23.2pp | 417.96%-437.8pp |
| Employer contribution / active EE | $7,799 | $6,829+14.2% | $6,166+26.5% | $4,740+64.5% |
| Participant deferral / active EE | $18,650 | $8,986+107.5% | $8,363+123.0% | $6,400+191.4% |
| Admin fee / account holder | $1,347 | $13,783-90.2% | $11,616-88.4% | $11,426-88.2% |