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 | $110,909 | $73,867+50.1% | $143,757-22.8% | $68,494+61.9% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -13.33% | 1.01%-14.3pp | -0.04%-13.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $7,405 | $3,184+132.6% | $4,951+49.6% | $2,596+185.2% |
| Participant deferral / active EE | $6,466 | $3,384+91.0% | $5,637+14.7% | $4,027+60.5% |
| Admin fee / account holder | $1,457 | $5,755-74.7% | $14,673-90.1% | $5,403-73.0% |