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 | $160,441 | $167,484-4.2% | $151,611+5.8% | $134,475+19.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.06% | 7.80%-23.9pp | 3.33%-19.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $19,410 | $6,829+184.2% | $6,166+214.8% | $4,740+309.5% |
| Participant deferral / active EE | $18,400 | $8,986+104.8% | $8,363+120.0% | $6,400+187.5% |
| Admin fee / account holder | $4,160 | $13,783-69.8% | $11,616-64.2% | $11,426-63.6% |