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 | $23,450 | $133,958-82.5% | $112,228-79.1% | $134,475-82.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.55% | 47.11%-63.7pp | 27.45%-44.0pp | 417.96%-434.5pp |
| Employer contribution / active EE | $6,725 | $4,038+66.5% | $3,635+85.0% | $4,740+41.9% |
| Participant deferral / active EE | $3,884 | $5,291-26.6% | $4,728-17.9% | $6,400-39.3% |
| Admin fee / account holder | $1,615 | $7,489-78.4% | $6,410-74.8% | $11,426-85.9% |