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 | $56,617 | $112,300-49.6% | $90,223-37.2% | $125,391-54.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -1.08% | -0.57%-0.5pp | 1.31%-2.4pp | 282.22%-283.3pp |
| Employer contribution / active EE | $3,865 | $5,181-25.4% | $4,378-11.7% | $4,866-20.6% |
| Participant deferral / active EE | $4,770 | $6,733-29.2% | $5,792-17.7% | $5,352-10.9% |
| Admin fee / account holder | $3,095 | $10,990-71.8% | $7,406-58.2% | $9,540-67.6% |