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 | $40,417 | $167,484-75.9% | $151,611-73.3% | $134,475-69.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.56% | 7.80%-27.4pp | 3.33%-22.9pp | 417.96%-437.5pp |
| Employer contribution / active EE | $4,576 | $6,829-33.0% | $6,166-25.8% | $4,740-3.4% |
| Participant deferral / active EE | $8,611 | $8,986-4.2% | $8,363+3.0% | $6,400+34.6% |
| Admin fee / account holder | $565 | $13,783-95.9% | $11,616-95.1% | $11,426-95.1% |