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 | $120,058 | $142,344-15.7% | $119,609+0.4% | $134,475-10.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.79% | -12.44%-7.3pp | -14.97%-4.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $17,581 | $5,222+236.7% | $4,232+315.4% | $4,740+270.9% |
| Participant deferral / active EE | $22,500 | $6,469+247.8% | $5,602+301.6% | $6,400+251.6% |
| Admin fee / account holder | $1,860 | $13,584-86.3% | $10,323-82.0% | $11,426-83.7% |