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 | $93,914 | $131,829-28.8% | $108,579-13.5% | $273,961-65.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.25% | -91.57%+99.8pp | -51.70%+59.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,176 | $4,912-55.7% | $3,758-42.1% | $4,869-55.3% |
| Participant deferral / active EE | $5,512 | $5,127+7.5% | $4,311+27.9% | $5,287+4.2% |
| Admin fee / account holder | $9,477 | $10,252-7.6% | $7,645+24.0% | $10,132-6.5% |