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 | $53,232 | $82,664-35.6% | $125,339-57.5% | $68,494-22.3% |
| Participation rate | 84.8% | 75.0%+9.7pp | 82.4%+2.4pp | 67.9%+16.9pp |
| Annual return | -9.98% | -5.97%-4.0pp | 572.05%-582.0pp | -7.84%-2.1pp |
| Employer contribution / active EE | $3,192 | $3,381-5.6% | $4,814-33.7% | $2,596+22.9% |
| Participant deferral / active EE | $5,670 | $6,110-7.2% | $7,446-23.9% | $4,027+40.8% |
| Admin fee / account holder | $2,008 | $6,275-68.0% | $10,010-79.9% | $5,403-62.8% |