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 | $78,867 | $86,699-9.0% | $73,307+7.6% | $125,391-37.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.69% | 2.78%-3.5pp | 5.67%-6.4pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,795 | $4,152-32.7% | $3,237-13.7% | $4,866-42.6% |
| Participant deferral / active EE | $7,150 | $5,550+28.8% | $4,991+43.3% | $5,352+33.6% |
| Admin fee / account holder | $1,856 | $7,771-76.1% | $5,637-67.1% | $9,540-80.5% |