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 | $38,428 | $87,540-56.1% | $75,781-49.3% | $125,391-69.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.98% | 13.48%-15.5pp | 9.68%-11.7pp | 282.22%-284.2pp |
| Employer contribution / active EE | $3,251 | $3,930-17.3% | $3,323-2.2% | $4,866-33.2% |
| Participant deferral / active EE | $3,448 | $4,229-18.5% | $3,651-5.6% | $5,352-35.6% |
| Admin fee / account holder | $10,354 | $6,502+59.3% | $5,299+95.4% | $9,540+8.5% |