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 | $122,254 | $167,307-26.9% | $143,757-15.0% | $134,475-9.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.89% | 0.46%-9.4pp | -0.04%-8.9pp | 417.96%-426.9pp |
| Employer contribution / active EE | $5,721 | $5,619+1.8% | $4,951+15.5% | $4,740+20.7% |
| Participant deferral / active EE | $8,145 | $6,446+26.4% | $5,637+44.5% | $6,400+27.3% |
| Admin fee / account holder | $1,041 | $18,088-94.2% | $14,673-92.9% | $11,426-90.9% |