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 | $42,946 | $97,044-55.7% | $83,333-48.5% | $135,375-68.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.07% | 12.31%-16.4pp | 10.63%-14.7pp | 519.73%-523.8pp |
| Employer contribution / active EE | $2,808 | $4,143-32.2% | $3,379-16.9% | $4,779-41.2% |
| Participant deferral / active EE | $3,675 | $5,964-38.4% | $5,565-34.0% | $5,609-34.5% |
| Admin fee / account holder | $10,334 | $8,380+23.3% | $7,510+37.6% | $10,827-4.6% |