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 7-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 | $109,103 | $82,664+32.0% | $125,339-13.0% | $68,494+59.3% |
| Participation rate | 95.8% | 75.0%+20.8pp | 82.4%+13.5pp | 67.9%+27.9pp |
| Annual return | -19.11% | -5.97%-13.1pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $39,868 | $3,381+1079.2% | $4,814+728.2% | $2,596+1435.6% |
| Participant deferral / active EE | $5,089 | $6,110-16.7% | $7,446-31.7% | $4,027+26.4% |
| Admin fee / account holder | $650 | $6,275-89.6% | $10,010-93.5% | $5,403-88.0% |