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 9-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 | $35,421 | $73,867-52.0% | $143,757-75.4% | $68,494-48.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -1.94% | 1.01%-2.9pp | -0.04%-1.9pp | -7.84%+5.9pp |
| Employer contribution / active EE | $5,686 | $3,184+78.6% | $4,951+14.9% | $2,596+119.0% |
| Participant deferral / active EE | $4,107 | $3,384+21.3% | $5,637-27.1% | $4,027+2.0% |
| Admin fee / account holder | $565 | $5,755-90.2% | $14,673-96.1% | $5,403-89.5% |