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 | $100,515 | $105,860-5.0% | $90,749+10.8% | $134,475-25.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.20% | -11.01%-2.2pp | -12.16%-1.0pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,808 | $3,462-18.9% | $2,921-3.8% | $4,740-40.7% |
| Participant deferral / active EE | $7,840 | $5,216+50.3% | $4,564+71.8% | $6,400+22.5% |
| Admin fee / account holder | $1,932 | $13,938-86.1% | $8,445-77.1% | $11,426-83.1% |