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 7-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 | $85,290 | $95,862-11.0% | $79,550+7.2% | $134,475-36.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.23% | -2.69%-13.5pp | 0.16%-16.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,145 | $3,128-31.4% | $2,413-11.1% | $4,740-54.7% |
| Participant deferral / active EE | $15,000 | $4,693+219.6% | $3,985+276.4% | $6,400+134.4% |
| Admin fee / account holder | $320 | $9,126-96.5% | $6,832-95.3% | $11,426-97.2% |