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 | $49,631 | $82,664-40.0% | $125,339-60.4% | $68,494-27.5% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -18.33% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $5,548 | $3,381+64.1% | $4,814+15.3% | $2,596+113.7% |
| Participant deferral / active EE | $10,594 | $6,110+73.4% | $7,446+42.3% | $4,027+163.1% |
| Admin fee / account holder | $1,578 | $6,275-74.8% | $10,010-84.2% | $5,403-70.8% |