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 | $23,736 | $97,881-75.7% | $80,004-70.3% | $125,391-81.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.73% | 9.36%-10.1pp | 7.63%-8.4pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,239 | $3,128-60.4% | $2,473-49.9% | $4,866-74.5% |
| Participant deferral / active EE | $1,656 | $3,744-55.8% | $3,204-48.3% | $5,352-69.1% |
| Admin fee / account holder | $565 | $6,278-91.0% | $5,033-88.8% | $9,540-94.1% |