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 | $80,660 | $112,300-28.2% | $90,223-10.6% | $125,391-35.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -2.34% | -0.57%-1.8pp | 1.31%-3.7pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,173 | $5,181-58.1% | $4,378-50.4% | $4,866-55.3% |
| Participant deferral / active EE | $9,202 | $6,733+36.7% | $5,792+58.9% | $5,352+71.9% |
| Admin fee / account holder | $362 | $10,990-96.7% | $7,406-95.1% | $9,540-96.2% |