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 | $135,869 | $69,010+96.9% | $159,960-15.1% | $68,494+98.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | 0.13% | -9.65%+9.8pp | 408.60%-408.5pp | -7.84%+8.0pp |
| Employer contribution / active EE | $3,052 | $2,213+37.9% | $4,226-27.8% | $2,596+17.6% |
| Participant deferral / active EE | $1,582 | $4,212-62.4% | $6,182-74.4% | $4,027-60.7% |
| Admin fee / account holder | $3,260 | $4,798-32.1% | $8,698-62.5% | $5,403-39.7% |