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 | $108,910 | $149,333-27.1% | $106,387+2.4% | $135,375-19.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -8.14% | 0.52%-8.7pp | 0.25%-8.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $4,074 | $4,984-18.3% | $3,520+15.7% | $4,779-14.8% |
| Participant deferral / active EE | $8,854 | $7,230+22.5% | $5,421+63.3% | $5,609+57.9% |
| Admin fee / account holder | $391 | $15,952-97.5% | $7,510-94.8% | $10,827-96.4% |