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 | $43,092 | $113,935-62.2% | $94,224-54.3% | $125,391-65.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.55% | 5.29%-6.8pp | 10.68%-12.2pp | 282.22%-283.8pp |
| Employer contribution / active EE | $2,955 | $4,727-37.5% | $3,587-17.6% | $4,866-39.3% |
| Participant deferral / active EE | $4,933 | $5,179-4.7% | $4,320+14.2% | $5,352-7.8% |
| Admin fee / account holder | $2,506 | $8,391-70.1% | $6,269-60.0% | $9,540-73.7% |