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 | $57,632 | $65,703-12.3% | $94,224-38.8% | $59,632-3.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.06% | 5.22%-6.3pp | 10.68%-11.7pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $3,026 | $2,021+49.7% | $3,587-15.6% | $2,203+37.4% |
| Participant deferral / active EE | $3,031 | $3,143-3.5% | $4,320-29.8% | $3,192-5.0% |
| Admin fee / account holder | $2,124 | $4,264-50.2% | $6,269-66.1% | $4,297-50.6% |