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 | $118,072 | $167,307-29.4% | $143,757-17.9% | $134,475-12.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.60% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,422 | $5,619-39.1% | $4,951-30.9% | $4,740-27.8% |
| Participant deferral / active EE | $10,053 | $6,446+56.0% | $5,637+78.3% | $6,400+57.1% |
| Admin fee / account holder | $2,897 | $18,088-84.0% | $14,673-80.3% | $11,426-74.6% |