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 | $78,423 | $140,588-44.2% | $123,104-36.3% | $125,391-37.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.85% | 16.80%-17.6pp | 13.22%-14.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $3,825 | $6,041-36.7% | $5,151-25.7% | $4,866-21.4% |
| Participant deferral / active EE | $5,557 | $6,980-20.4% | $6,230-10.8% | $5,352+3.8% |
| Admin fee / account holder | $3,425 | $11,198-69.4% | $9,015-62.0% | $9,540-64.1% |