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 | $61,320 | $100,754-39.1% | $86,677-29.3% | $134,475-54.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.10% | 29.04%-49.1pp | 35.91%-56.0pp | 417.96%-438.1pp |
| Employer contribution / active EE | $825 | $3,489-76.4% | $2,836-70.9% | $4,740-82.6% |
| Participant deferral / active EE | $2,114 | $5,338-60.4% | $4,656-54.6% | $6,400-67.0% |
| Admin fee / account holder | $6,578 | $10,926-39.8% | $7,493-12.2% | $11,426-42.4% |