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 | $82,401 | $133,958-38.5% | $112,228-26.6% | $134,475-38.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.54% | 47.11%-58.7pp | 27.45%-39.0pp | 417.96%-429.5pp |
| Employer contribution / active EE | $3,605 | $4,038-10.7% | $3,635-0.8% | $4,740-23.9% |
| Participant deferral / active EE | $3,536 | $5,291-33.2% | $4,728-25.2% | $6,400-44.7% |
| Admin fee / account holder | $1,985 | $7,489-73.5% | $6,410-69.0% | $11,426-82.6% |