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 | $46,703 | $52,681-11.3% | $75,781-38.4% | $59,632-21.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -2.59% | 2.95%-5.5pp | 9.68%-12.3pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $2,660 | $2,193+21.3% | $3,323-19.9% | $2,203+20.8% |
| Participant deferral / active EE | $6,010 | $2,591+132.0% | $3,651+64.6% | $3,192+88.3% |
| Admin fee / account holder | $3,728 | $3,610+3.3% | $5,299-29.6% | $4,297-13.2% |