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 | $97,505 | $140,588-30.6% | $123,104-20.8% | $125,391-22.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.96% | 16.80%-18.8pp | 13.22%-15.2pp | 282.22%-284.2pp |
| Employer contribution / active EE | $6,194 | $6,041+2.5% | $5,151+20.2% | $4,866+27.3% |
| Participant deferral / active EE | $7,250 | $6,980+3.9% | $6,230+16.4% | $5,352+35.5% |
| Admin fee / account holder | $1,603 | $11,198-85.7% | $9,015-82.2% | $9,540-83.2% |