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 | $148,804 | $175,600-15.3% | $129,110+15.3% | $134,475+10.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -14.93% | -11.39%-3.5pp | -10.94%-4.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,603 | $6,355-59.0% | $5,052-48.5% | $4,740-45.1% |
| Participant deferral / active EE | $5,158 | $7,975-35.3% | $6,542-21.2% | $6,400-19.4% |
| Admin fee / account holder | $2,013 | $23,567-91.5% | $14,302-85.9% | $11,426-82.4% |