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 | $17,803 | $52,681-66.2% | $75,781-76.5% | $59,632-70.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -2.37% | 2.95%-5.3pp | 9.68%-12.1pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $2,095 | $2,193-4.5% | $3,323-37.0% | $2,203-4.9% |
| Participant deferral / active EE | $2,262 | $2,591-12.7% | $3,651-38.1% | $3,192-29.1% |
| Admin fee / account holder | $325 | $3,610-91.0% | $5,299-93.9% | $4,297-92.4% |