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 | $48,274 | $100,754-52.1% | $86,677-44.3% | $134,475-64.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.91% | 29.04%-45.9pp | 35.91%-52.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $9,685 | $3,489+177.6% | $2,836+241.4% | $4,740+104.3% |
| Participant deferral / active EE | $4,865 | $5,338-8.9% | $4,656+4.5% | $6,400-24.0% |
| Admin fee / account holder | $1,733 | $10,926-84.1% | $7,493-76.9% | $11,426-84.8% |