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 | $32,311 | $64,707-50.1% | $112,228-71.2% | $68,494-52.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.35% | -11.40%-7.9pp | 27.45%-46.8pp | -7.84%-11.5pp |
| Employer contribution / active EE | $9,807 | $2,746+257.2% | $3,635+169.8% | $2,596+277.7% |
| Participant deferral / active EE | $2,909 | $3,565-18.4% | $4,728-38.5% | $4,027-27.8% |
| Admin fee / account holder | $5,219 | $5,232-0.2% | $6,410-18.6% | $5,403-3.4% |