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 | $80,516 | $93,024-13.4% | $77,024+4.5% | $134,475-40.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.87% | 62.60%-82.5pp | 42.32%-62.2pp | 417.96%-437.8pp |
| Employer contribution / active EE | $3,041 | $3,418-11.0% | $2,812+8.1% | $4,740-35.8% |
| Participant deferral / active EE | $16,883 | $5,238+222.3% | $4,426+281.4% | $6,400+163.8% |
| Admin fee / account holder | $412 | $6,944-94.1% | $5,425-92.4% | $11,426-96.4% |