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 | $38,310 | $105,860-63.8% | $90,749-57.8% | $134,475-71.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -2.05% | -11.01%+9.0pp | -12.16%+10.1pp | 417.96%-420.0pp |
| Employer contribution / active EE | $3,529 | $3,462+1.9% | $2,921+20.8% | $4,740-25.5% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,263 | $13,938-76.6% | $8,445-61.4% | $11,426-71.4% |