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 | $49,134 | $95,971-48.8% | $74,550-34.1% | $135,375-63.7% |
| Participation rate | 76.9% | 75.7%+1.3pp | 69.1%+7.8pp | 82.6%-5.7pp |
| Annual return | -6.15% | 56.96%-63.1pp | 32.53%-38.7pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,877 | $2,716-30.9% | $1,961-4.3% | $4,779-60.7% |
| Participant deferral / active EE | $3,072 | $3,843-20.1% | $3,108-1.2% | $5,609-45.2% |
| Admin fee / account holder | $6,507 | $6,522-0.2% | $5,060+28.6% | $10,827-39.9% |