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 | $85,868 | $142,344-39.7% | $119,609-28.2% | $134,475-36.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.27% | -12.44%-4.8pp | -14.97%-2.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,935 | $5,222-5.5% | $4,232+16.6% | $4,740+4.1% |
| Participant deferral / active EE | $7,325 | $6,469+13.2% | $5,602+30.8% | $6,400+14.5% |
| Admin fee / account holder | $1,283 | $13,584-90.6% | $10,323-87.6% | $11,426-88.8% |