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 | $20,384 | $90,519-77.5% | $93,789-78.3% | $134,475-84.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.58% | -15.72%-0.9pp | -11.33%-5.2pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,664 | $4,343-38.6% | $4,323-38.4% | $4,740-43.8% |
| Participant deferral / active EE | $7,541 | $5,978+26.1% | $6,094+23.7% | $6,400+17.8% |
| Admin fee / account holder | $322 | $9,252-96.5% | $7,195-95.5% | $11,426-97.2% |