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 | $94,044 | $107,791-12.8% | $90,645+3.7% | $135,375-30.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -9.39% | -0.90%-8.5pp | 1.88%-11.3pp | 519.73%-529.1pp |
| Employer contribution / active EE | $2,941 | $3,018-2.5% | $2,532+16.2% | $4,779-38.5% |
| Participant deferral / active EE | $8,028 | $3,872+107.3% | $3,425+134.4% | $5,609+43.1% |
| Admin fee / account holder | $11,770 | $5,930+98.5% | $4,994+135.7% | $10,827+8.7% |