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 | $102,555 | $95,862+7.0% | $79,550+28.9% | $134,475-23.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.58% | -2.69%-11.9pp | 0.16%-14.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $743 | $3,128-76.3% | $2,413-69.2% | $4,740-84.3% |
| Participant deferral / active EE | $5,891 | $4,693+25.5% | $3,985+47.8% | $6,400-8.0% |
| Admin fee / account holder | $5,059 | $9,126-44.6% | $6,832-26.0% | $11,426-55.7% |