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 | $106,833 | $167,307-36.1% | $143,757-25.7% | $134,475-20.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -13.16% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,725 | $5,619-69.3% | $4,951-65.2% | $4,740-63.6% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,963 | $18,088-89.1% | $14,673-86.6% | $11,426-82.8% |