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 | $95,019 | $82,664+14.9% | $125,339-24.2% | $68,494+38.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.08% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,158 | $3,381-6.6% | $4,814-34.4% | $2,596+21.6% |
| Participant deferral / active EE | $6,355 | $6,110+4.0% | $7,446-14.7% | $4,027+57.8% |
| Admin fee / account holder | $6,963 | $6,275+11.0% | $10,010-30.4% | $5,403+28.9% |