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 | $23,781 | $90,519-73.7% | $93,789-74.6% | $134,475-82.3% |
| Participation rate | 85.7% | 82.0%+3.8pp | 81.0%+4.8pp | 81.2%+4.5pp |
| Annual return | -18.73% | -15.72%-3.0pp | -11.33%-7.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $6,314 | $4,343+45.4% | $4,323+46.1% | $4,740+33.2% |
| Participant deferral / active EE | $9,069 | $5,978+51.7% | $6,094+48.8% | $6,400+41.7% |
| Admin fee / account holder | $3,008 | $9,252-67.5% | $7,195-58.2% | $11,426-73.7% |