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 | $28,679 | $75,828-62.2% | $147,614-80.6% | $59,632-51.9% |
| Participation rate | 79.3% | 71.6%+7.7pp | 84.6%-5.3pp | 68.7%+10.6pp |
| Annual return | -0.12% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $3,869 | $3,485+11.0% | $5,564-30.5% | $2,203+75.6% |
| Participant deferral / active EE | $7,595 | $3,130+142.6% | $4,895+55.1% | $3,192+138.0% |
| Admin fee / account holder | $2,509 | $5,985-58.1% | $11,611-78.4% | $4,297-41.6% |