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 | $79,480 | $167,484-52.5% | $151,611-47.6% | $134,475-40.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.41% | 7.80%-21.2pp | 3.33%-16.7pp | 417.96%-431.4pp |
| Employer contribution / active EE | $9,736 | $6,829+42.6% | $6,166+57.9% | $4,740+105.4% |
| Participant deferral / active EE | $13,118 | $8,986+46.0% | $8,363+56.9% | $6,400+105.0% |
| Admin fee / account holder | $4,497 | $13,783-67.4% | $11,616-61.3% | $11,426-60.6% |