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 | $24,501 | $45,152-45.7% | $73,843-66.8% | $59,632-58.9% |
| Participation rate | 87.5% | 64.0%+23.5pp | 73.4%+14.1pp | 68.7%+18.8pp |
| Annual return | -1.88% | 27.40%-29.3pp | 2267.84%-2269.7pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,484 | $1,902-22.0% | $2,787-46.8% | $2,203-32.6% |
| Participant deferral / active EE | $3,685 | $2,574+43.2% | $3,583+2.9% | $3,192+15.5% |
| Admin fee / account holder | $895 | $3,516-74.6% | $4,880-81.7% | $4,297-79.2% |