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 | $27,330 | $82,286-66.8% | $68,791-60.3% | $134,475-79.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.44% | -2.19%-13.2pp | -6.38%-9.1pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,917 | $3,301-11.6% | $2,655+9.8% | $4,740-38.5% |
| Participant deferral / active EE | $2,577 | $4,739-45.6% | $3,941-34.6% | $6,400-59.7% |
| Admin fee / account holder | $1,463 | $6,481-77.4% | $4,932-70.3% | $11,426-87.2% |