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 | $28,532 | $152,509-81.3% | $117,472-75.7% | $134,475-78.8% |
| Participation rate | 93.3% | 77.1%+16.2pp | 70.6%+22.7pp | 81.2%+12.1pp |
| Annual return | -17.49% | 52.99%-70.5pp | 29.74%-47.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,564 | $5,571-71.9% | $4,176-62.5% | $4,740-67.0% |
| Participant deferral / active EE | $2,873 | $4,818-40.4% | $4,070-29.4% | $6,400-55.1% |
| Admin fee / account holder | $310 | $7,004-95.6% | $5,645-94.5% | $11,426-97.3% |