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 | $79,362 | $129,942-38.9% | $104,294-23.9% | $134,475-41.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -1.82% | 42.03%-43.9pp | 24.61%-26.4pp | 417.96%-419.8pp |
| Employer contribution / active EE | $3,513 | $4,184-16.0% | $3,372+4.2% | $4,740-25.9% |
| Participant deferral / active EE | $5,249 | $5,588-6.1% | $4,625+13.5% | $6,400-18.0% |
| Admin fee / account holder | $4,662 | $9,323-50.0% | $7,339-36.5% | $11,426-59.2% |