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 | $92,653 | $73,867+25.4% | $143,757-35.5% | $68,494+35.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -8.54% | 1.01%-9.5pp | -0.04%-8.5pp | -7.84%-0.7pp |
| Employer contribution / active EE | $6,040 | $3,184+89.7% | $4,951+22.0% | $2,596+132.7% |
| Participant deferral / active EE | $7,368 | $3,384+117.7% | $5,637+30.7% | $4,027+83.0% |
| Admin fee / account holder | $2,380 | $5,755-58.6% | $14,673-83.8% | $5,403-55.9% |