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 10-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 | $36,815 | $85,790-57.1% | $67,313-45.3% | $135,375-72.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.39% | -0.54%-5.9pp | -4.08%-2.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,285 | $3,487-34.5% | $2,566-11.0% | $4,779-52.2% |
| Participant deferral / active EE | $2,785 | $4,651-40.1% | $3,568-22.0% | $5,609-50.3% |
| Admin fee / account holder | $2,823 | $6,392-55.8% | $4,507-37.4% | $10,827-73.9% |