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 | $37,694 | $76,000-50.4% | $154,107-75.5% | $64,186-41.3% |
| Participation rate | 82.5% | 70.4%+12.1pp | 83.0%-0.5pp | 69.6%+12.9pp |
| Annual return | -5.63% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.3pp |
| Employer contribution / active EE | $784 | $3,351-76.6% | $5,298-85.2% | $2,381-67.1% |
| Participant deferral / active EE | $2,268 | $3,175-28.6% | $5,081-55.4% | $3,470-34.6% |
| Admin fee / account holder | $7,979 | $5,596+42.6% | $13,411-40.5% | $4,888+63.2% |