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 | $49,374 | $59,107-16.5% | $86,436-42.9% | $68,494-27.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -18.80% | -0.23%-18.6pp | 4394.89%-4413.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,163 | $2,519-14.1% | $3,769-42.6% | $2,596-16.7% |
| Participant deferral / active EE | $5,028 | $5,901-14.8% | $6,952-27.7% | $4,027+24.8% |
| Admin fee / account holder | $10,827 | $5,637+92.1% | $6,731+60.8% | $5,403+100.4% |