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 | $99,395 | $167,307-40.6% | $143,757-30.9% | $134,475-26.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.18% | 0.46%-11.6pp | -0.04%-11.1pp | 417.96%-429.1pp |
| Employer contribution / active EE | $12,826 | $5,619+128.2% | $4,951+159.1% | $4,740+170.6% |
| Participant deferral / active EE | $12,086 | $6,446+87.5% | $5,637+114.4% | $6,400+88.8% |
| Admin fee / account holder | $978 | $18,088-94.6% | $14,673-93.3% | $11,426-91.4% |