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 | $156,927 | $95,862+63.7% | $79,550+97.3% | $134,475+16.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.64% | -2.69%-12.0pp | 0.16%-14.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,053 | $3,128-34.4% | $2,413-14.9% | $4,740-56.7% |
| Participant deferral / active EE | $7,108 | $4,693+51.5% | $3,985+78.4% | $6,400+11.1% |
| Admin fee / account holder | $16,558 | $9,126+81.4% | $6,832+142.3% | $11,426+44.9% |