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 | $82,388 | $167,307-50.8% | $143,757-42.7% | $134,475-38.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.89% | 0.46%-15.4pp | -0.04%-14.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $3,766 | $5,619-33.0% | $4,951-23.9% | $4,740-20.5% |
| Participant deferral / active EE | $3,338 | $6,446-48.2% | $5,637-40.8% | $6,400-47.8% |
| Admin fee / account holder | $726 | $18,088-96.0% | $14,673-95.1% | $11,426-93.6% |