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 | $101,814 | $107,791-5.5% | $90,645+12.3% | $135,375-24.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.82% | -0.90%-5.9pp | 1.88%-8.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $13,258 | $3,018+339.3% | $2,532+423.7% | $4,779+177.4% |
| Participant deferral / active EE | $9,085 | $3,872+134.6% | $3,425+165.3% | $5,609+62.0% |
| Admin fee / account holder | $743 | $5,930-87.5% | $4,994-85.1% | $10,827-93.1% |