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 | $174,842 | $90,590+93.0% | $90,782+92.6% | $135,375+29.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -5.51% | -3.40%-2.1pp | -3.42%-2.1pp | 519.73%-525.2pp |
| Employer contribution / active EE | $5,931 | $4,352+36.3% | $4,105+44.5% | $4,779+24.1% |
| Participant deferral / active EE | $3,026 | $5,407-44.0% | $5,366-43.6% | $5,609-46.0% |
| Admin fee / account holder | $40,912 | $7,683+432.5% | $5,908+592.5% | $10,827+277.9% |