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 | $74,002 | $142,344-48.0% | $119,609-38.1% | $134,475-45.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.89% | -12.44%+13.3pp | -14.97%+15.9pp | 417.96%-417.1pp |
| Employer contribution / active EE | $1,370 | $5,222-73.8% | $4,232-67.6% | $4,740-71.1% |
| Participant deferral / active EE | $3,308 | $6,469-48.9% | $5,602-41.0% | $6,400-48.3% |
| Admin fee / account holder | $1,047 | $13,584-92.3% | $10,323-89.9% | $11,426-90.8% |