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 | $46,059 | $77,813-40.8% | $123,544-62.7% | $64,186-28.2% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.8pp |
| Annual return | -0.80% | 12.48%-13.3pp | 119.20%-120.0pp | 7.63%-8.4pp |
| Employer contribution / active EE | $5,387 | $3,014+78.7% | $4,628+16.4% | $2,381+126.3% |
| Participant deferral / active EE | $4,376 | $5,240-16.5% | $6,426-31.9% | $3,470+26.1% |
| Admin fee / account holder | $3,111 | $5,519-43.6% | $9,284-66.5% | $4,888-36.4% |