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 | $54,505 | $82,664-34.1% | $125,339-56.5% | $68,494-20.4% |
| Participation rate | 78.3% | 75.0%+3.3pp | 82.4%-4.0pp | 67.9%+10.4pp |
| Annual return | -17.38% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,136 | $3,381-36.8% | $4,814-55.6% | $2,596-17.7% |
| Participant deferral / active EE | $4,290 | $6,110-29.8% | $7,446-42.4% | $4,027+6.5% |
| Admin fee / account holder | $1,377 | $6,275-78.1% | $10,010-86.2% | $5,403-74.5% |