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 9-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 | $61,660 | $117,690-47.6% | $71,735-14.0% | $134,475-54.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -17.95% | 25.44%-43.4pp | 9.14%-27.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $10,062 | $2,525+298.6% | $1,704+490.5% | $4,740+112.3% |
| Participant deferral / active EE | $12,909 | $3,759+243.4% | $2,658+385.7% | $6,400+101.7% |
| Admin fee / account holder | $1,218 | $6,379-80.9% | $3,974-69.3% | $11,426-89.3% |