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 | $105,300 | $81,900+28.6% | $119,609-12.0% | $68,494+53.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.15% | -23.82%+5.7pp | -14.97%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,565 | $2,693-41.9% | $4,232-63.0% | $2,596-39.7% |
| Participant deferral / active EE | $2,808 | $4,148-32.3% | $5,602-49.9% | $4,027-30.3% |
| Admin fee / account holder | $15,034 | $6,582+128.4% | $10,323+45.6% | $5,403+178.3% |