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 | $73,234 | $77,813-5.9% | $123,544-40.7% | $64,186+14.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.66% | 12.48%-17.1pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,769 | $3,014-41.3% | $4,628-61.8% | $2,381-25.7% |
| Participant deferral / active EE | $3,109 | $5,240-40.7% | $6,426-51.6% | $3,470-10.4% |
| Admin fee / account holder | $567 | $5,519-89.7% | $9,284-93.9% | $4,888-88.4% |