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 | $52,262 | $167,307-68.8% | $143,757-63.6% | $134,475-61.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -12.59% | 0.46%-13.0pp | -0.04%-12.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $10,618 | $5,619+89.0% | $4,951+114.5% | $4,740+124.0% |
| Participant deferral / active EE | $7,768 | $6,446+20.5% | $5,637+37.8% | $6,400+21.4% |
| Admin fee / account holder | $481 | $18,088-97.3% | $14,673-96.7% | $11,426-95.8% |