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 | $29,702 | $91,538-67.6% | $129,995-77.2% | $75,163-60.5% |
| Participation rate | 84.8% | 71.4%+13.3pp | 78.5%+6.3pp | 67.2%+17.6pp |
| Annual return | 20.68% | -631.11%+651.8pp | -137.18%+157.9pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,521 | $2,845-46.5% | $4,320-64.8% | $2,670-43.0% |
| Participant deferral / active EE | $6,067 | $4,341+39.8% | $5,820+4.2% | $4,125+47.1% |
| Admin fee / account holder | $1,633 | $6,790-76.0% | $10,614-84.6% | $5,651-71.1% |