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 | $181,092 | $95,862+88.9% | $79,550+127.6% | $134,475+34.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -7.82% | -2.69%-5.1pp | 0.16%-8.0pp | 417.96%-425.8pp |
| Employer contribution / active EE | $1,590 | $3,128-49.2% | $2,413-34.1% | $4,740-66.5% |
| Participant deferral / active EE | $1,304 | $4,693-72.2% | $3,985-67.3% | $6,400-79.6% |
| Admin fee / account holder | $1,715 | $9,126-81.2% | $6,832-74.9% | $11,426-85.0% |