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 | $106,263 | $72,404+46.8% | $110,238-3.6% | $64,186+65.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.91% | -6.29%-0.6pp | 314.74%-321.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,735 | $2,282-24.0% | $3,826-54.7% | $2,381-27.1% |
| Participant deferral / active EE | $8,552 | $3,469+146.5% | $4,672+83.1% | $3,470+146.5% |
| Admin fee / account holder | $1,307 | $5,664-76.9% | $8,547-84.7% | $4,888-73.3% |