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 | $108,143 | $79,633+35.8% | $93,789+15.3% | $68,494+57.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -13.63% | -0.10%-13.5pp | -11.33%-2.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $9,081 | $3,665+147.8% | $4,323+110.1% | $2,596+249.8% |
| Participant deferral / active EE | $7,102 | $5,158+37.7% | $6,094+16.5% | $4,027+76.4% |
| Admin fee / account holder | $3,651 | $6,871-46.9% | $7,195-49.3% | $5,403-32.4% |