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 | $27,710 | $76,000-63.5% | $154,107-82.0% | $64,186-56.8% |
| Participation rate | 83.3% | 70.4%+12.9pp | 83.0%+0.3pp | 69.6%+13.8pp |
| Annual return | -7.29% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,312 | $3,351-31.0% | $5,298-56.4% | $2,381-2.9% |
| Participant deferral / active EE | $1,991 | $3,175-37.3% | $5,081-60.8% | $3,470-42.6% |
| Admin fee / account holder | $535 | $5,596-90.4% | $13,411-96.0% | $4,888-89.1% |