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 | $82,151 | $82,664-0.6% | $125,339-34.5% | $68,494+19.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.05% | -5.97%-4.1pp | 572.05%-582.1pp | -7.84%-2.2pp |
| Employer contribution / active EE | $3,497 | $3,381+3.4% | $4,814-27.4% | $2,596+34.7% |
| Participant deferral / active EE | $9,316 | $6,110+52.5% | $7,446+25.1% | $4,027+131.3% |
| Admin fee / account holder | $807 | $6,275-87.1% | $10,010-91.9% | $5,403-85.1% |