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 | $85,485 | $45,863+86.4% | $77,024+11.0% | $68,494+24.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -0.21% | 1.72%-1.9pp | 42.32%-42.5pp | -7.84%+7.6pp |
| Employer contribution / active EE | $1,087 | $1,650-34.1% | $2,812-61.3% | $2,596-58.1% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,083 | $3,041-64.4% | $5,425-80.0% | $5,403-80.0% |