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 8-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 | $103,166 | $97,044+6.3% | $83,333+23.8% | $135,375-23.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.14% | 12.31%-20.5pp | 10.63%-18.8pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,426 | $4,143-41.4% | $3,379-28.2% | $4,779-49.2% |
| Participant deferral / active EE | $2,878 | $5,964-51.8% | $5,565-48.3% | $5,609-48.7% |
| Admin fee / account holder | $1,006 | $8,380-88.0% | $7,510-86.6% | $10,827-90.7% |