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 6-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 | $49,086 | $106,543-53.9% | $91,220-46.2% | $134,475-63.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.23% | 160.60%-178.8pp | 114.01%-132.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $11,119 | $3,331+233.8% | $2,850+290.1% | $4,740+134.6% |
| Participant deferral / active EE | $9,846 | $4,719+108.7% | $4,234+132.6% | $6,400+53.9% |
| Admin fee / account holder | $479 | $6,231-92.3% | $5,420-91.2% | $11,426-95.8% |