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 | $71,686 | $127,386-43.7% | $115,037-37.7% | $125,391-42.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.29% | 31.28%-33.6pp | 26.14%-28.4pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,157 | $5,166-77.6% | $4,608-74.9% | $4,866-76.2% |
| Participant deferral / active EE | $5,690 | $6,423-11.4% | $6,026-5.6% | $5,352+6.3% |
| Admin fee / account holder | $809 | $9,516-91.5% | $8,175-90.1% | $9,540-91.5% |