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 | $70,035 | $92,222-24.1% | $76,768-8.8% | $135,375-48.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.67% | 5.46%-12.1pp | 2.43%-9.1pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,729 | $3,216-46.2% | $2,485-30.4% | $4,779-63.8% |
| Participant deferral / active EE | $3,085 | $4,509-31.6% | $3,852-19.9% | $5,609-45.0% |
| Admin fee / account holder | $5,748 | $10,748-46.5% | $6,675-13.9% | $10,827-46.9% |