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 | $44,291 | $48,265-8.2% | $68,791-35.6% | $68,494-35.3% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -13.24% | -12.71%-0.5pp | -6.38%-6.9pp | -7.84%-5.4pp |
| Employer contribution / active EE | $6,667 | $1,829+264.6% | $2,655+151.1% | $2,596+156.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,896 | $4,355-10.5% | $4,932-21.0% | $5,403-27.9% |