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 | $28,251 | $97,044-70.9% | $83,333-66.1% | $135,375-79.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.31% | 12.31%-15.6pp | 10.63%-13.9pp | 519.73%-523.0pp |
| Employer contribution / active EE | $3,842 | $4,143-7.3% | $3,379+13.7% | $4,779-19.6% |
| Participant deferral / active EE | $6,837 | $5,964+14.6% | $5,565+22.9% | $5,609+21.9% |
| Admin fee / account holder | $2,894 | $8,380-65.5% | $7,510-61.5% | $10,827-73.3% |