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 | $47,181 | $90,600-47.9% | $79,464-40.6% | $135,375-65.1% |
| Participation rate | 79.2% | 76.0%+3.1pp | 73.3%+5.8pp | 82.6%-3.5pp |
| Annual return | -3.25% | 977.43%-980.7pp | 718.14%-721.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,495 | $3,068-51.3% | $2,800-46.6% | $4,779-68.7% |
| Participant deferral / active EE | $4,079 | $4,050+0.7% | $3,704+10.1% | $5,609-27.3% |
| Admin fee / account holder | $9,501 | $5,907+60.9% | $5,113+85.8% | $10,827-12.2% |