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 4-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 | $29,854 | $87,540-65.9% | $75,781-60.6% | $125,391-76.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.80% | 13.48%-16.3pp | 9.68%-12.5pp | 282.22%-285.0pp |
| Employer contribution / active EE | $36,342 | $3,930+824.7% | $3,323+993.6% | $4,866+646.9% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,591 | $6,502+32.1% | $5,299+62.1% | $9,540-9.9% |