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 | $35,346 | $91,911-61.5% | $68,793-48.6% | $135,375-73.9% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -0.66% | -8.22%+7.6pp | -4.63%+4.0pp | 519.73%-520.4pp |
| Employer contribution / active EE | $2,178 | $3,924-44.5% | $2,625-17.0% | $4,779-54.4% |
| Participant deferral / active EE | $3,568 | $4,315-17.3% | $3,311+7.8% | $5,609-36.4% |
| Admin fee / account holder | $2,264 | $9,240-75.5% | $5,131-55.9% | $10,827-79.1% |