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 | $95,897 | $59,805+60.4% | $79,550+20.6% | $68,494+40.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -13.00% | -12.30%-0.7pp | 0.16%-13.2pp | -7.84%-5.2pp |
| Employer contribution / active EE | $8,689 | $1,505+477.4% | $2,413+260.1% | $2,596+234.7% |
| Participant deferral / active EE | $5,404 | $3,024+78.7% | $3,985+35.6% | $4,027+34.2% |
| Admin fee / account holder | $3,490 | $4,835-27.8% | $6,832-48.9% | $5,403-35.4% |