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 | $81,818 | $91,911-11.0% | $68,793+18.9% | $135,375-39.6% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -7.94% | -8.22%+0.3pp | -4.63%-3.3pp | 519.73%-527.7pp |
| Employer contribution / active EE | $8,061 | $3,924+105.5% | $2,625+207.1% | $4,779+68.7% |
| Participant deferral / active EE | $6,266 | $4,315+45.2% | $3,311+89.2% | $5,609+11.7% |
| Admin fee / account holder | $1,667 | $9,240-82.0% | $5,131-67.5% | $10,827-84.6% |