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 | $113,784 | $129,942-12.4% | $104,294+9.1% | $134,475-15.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.49% | 42.03%-60.5pp | 24.61%-43.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,075 | $4,184-74.3% | $3,372-68.1% | $4,740-77.3% |
| Participant deferral / active EE | $8,454 | $5,588+51.3% | $4,625+82.8% | $6,400+32.1% |
| Admin fee / account holder | $6,200 | $9,323-33.5% | $7,339-15.5% | $11,426-45.7% |