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 | $82,578 | $95,862-13.9% | $79,550+3.8% | $134,475-38.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.64% | -2.69%-13.9pp | 0.16%-16.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $14,239 | $3,128+355.2% | $2,413+490.1% | $4,740+200.4% |
| Participant deferral / active EE | $9,974 | $4,693+112.5% | $3,985+150.3% | $6,400+55.9% |
| Admin fee / account holder | $5,699 | $9,126-37.6% | $6,832-16.6% | $11,426-50.1% |