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 | $51,829 | $67,331-23.0% | $60,874-14.9% | $134,475-61.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.36% | 49.93%-60.3pp | 16.90%-27.3pp | 417.96%-428.3pp |
| Employer contribution / active EE | $2,724 | $3,096-12.0% | $2,701+0.8% | $4,740-42.5% |
| Participant deferral / active EE | $7,908 | $4,538+74.2% | $3,817+107.2% | $6,400+23.6% |
| Admin fee / account holder | $3,709 | $4,582-19.1% | $3,224+15.0% | $11,426-67.5% |