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 | $100,160 | $100,754-0.6% | $86,677+15.6% | $134,475-25.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.24% | 29.04%-39.3pp | 35.91%-46.1pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,249 | $3,489-64.2% | $2,836-56.0% | $4,740-73.6% |
| Participant deferral / active EE | $4,203 | $5,338-21.3% | $4,656-9.7% | $6,400-34.3% |
| Admin fee / account holder | $2,505 | $10,926-77.1% | $7,493-66.6% | $11,426-78.1% |