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 8-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 | $145,649 | $82,286+77.0% | $68,791+111.7% | $134,475+8.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.49% | -2.19%-16.3pp | -6.38%-12.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $22,503 | $3,301+581.8% | $2,655+747.5% | $4,740+374.8% |
| Participant deferral / active EE | $13,867 | $4,739+192.6% | $3,941+251.9% | $6,400+116.7% |
| Admin fee / account holder | $2,188 | $6,481-66.2% | $4,932-55.6% | $11,426-80.9% |