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 | $57,269 | $82,286-30.4% | $68,791-16.7% | $134,475-57.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -1.55% | -2.19%+0.6pp | -6.38%+4.8pp | 417.96%-419.5pp |
| Employer contribution / active EE | $1,530 | $3,301-53.6% | $2,655-42.4% | $4,740-67.7% |
| Participant deferral / active EE | $6,324 | $4,739+33.5% | $3,941+60.5% | $6,400-1.2% |
| Admin fee / account holder | $9,513 | $6,481+46.8% | $4,932+92.9% | $11,426-16.7% |