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 | $149,190 | $113,935+30.9% | $94,224+58.3% | $125,391+19.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.72% | 5.29%-8.0pp | 10.68%-13.4pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,006 | $4,727-78.7% | $3,587-71.9% | $4,866-79.3% |
| Participant deferral / active EE | $6,864 | $5,179+32.5% | $4,320+58.9% | $5,352+28.3% |
| Admin fee / account holder | $655 | $8,391-92.2% | $6,269-89.6% | $9,540-93.1% |