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 | $123,234 | $142,344-13.4% | $119,609+3.0% | $134,475-8.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.82% | -12.44%-0.4pp | -14.97%+2.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $5,088 | $5,222-2.6% | $4,232+20.2% | $4,740+7.3% |
| Participant deferral / active EE | $4,861 | $6,469-24.9% | $5,602-13.2% | $6,400-24.0% |
| Admin fee / account holder | $4,345 | $13,584-68.0% | $10,323-57.9% | $11,426-62.0% |