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 | $114,298 | $167,484-31.8% | $151,611-24.6% | $134,475-15.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.14% | 7.80%-20.9pp | 3.33%-16.5pp | 417.96%-431.1pp |
| Employer contribution / active EE | $3,773 | $6,829-44.7% | $6,166-38.8% | $4,740-20.4% |
| Participant deferral / active EE | $7,659 | $8,986-14.8% | $8,363-8.4% | $6,400+19.7% |
| Admin fee / account holder | $46,336 | $13,783+236.2% | $11,616+298.9% | $11,426+305.5% |