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 | $50,961 | $158,817-67.9% | $121,196-58.0% | $135,375-62.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -4.41% | -0.64%-3.8pp | 16.93%-21.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $4,163 | $5,665-26.5% | $4,022+3.5% | $4,779-12.9% |
| Participant deferral / active EE | $4,163 | $4,005+3.9% | $3,344+24.5% | $5,609-25.8% |
| Admin fee / account holder | $652 | $6,512-90.0% | $5,019-87.0% | $10,827-94.0% |