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 | $83,623 | $129,942-35.6% | $104,294-19.8% | $134,475-37.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -7.64% | 42.03%-49.7pp | 24.61%-32.2pp | 417.96%-425.6pp |
| Employer contribution / active EE | $1,398 | $4,184-66.6% | $3,372-58.6% | $4,740-70.5% |
| Participant deferral / active EE | $7,880 | $5,588+41.0% | $4,625+70.4% | $6,400+23.1% |
| Admin fee / account holder | $2,365 | $9,323-74.6% | $7,339-67.8% | $11,426-79.3% |