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 | $131,292 | $167,307-21.5% | $143,757-8.7% | $134,475-2.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.31% | 0.46%-0.8pp | -0.04%-0.3pp | 417.96%-418.3pp |
| Employer contribution / active EE | $2,205 | $5,619-60.8% | $4,951-55.5% | $4,740-53.5% |
| Participant deferral / active EE | $11,856 | $6,446+83.9% | $5,637+110.3% | $6,400+85.3% |
| Admin fee / account holder | $456 | $18,088-97.5% | $14,673-96.9% | $11,426-96.0% |