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 | $49,446 | $91,538-46.0% | $129,995-62.0% | $75,163-34.2% |
| Participation rate | 80.7% | 71.4%+9.3pp | 78.5%+2.2pp | 67.2%+13.5pp |
| Annual return | 22.02% | -631.11%+653.1pp | -137.18%+159.2pp | 160.62%-138.6pp |
| Employer contribution / active EE | $1,104 | $2,845-61.2% | $4,320-74.4% | $2,670-58.7% |
| Participant deferral / active EE | $5,084 | $4,341+17.1% | $5,820-12.6% | $4,125+23.3% |
| Admin fee / account holder | $1,648 | $6,790-75.7% | $10,614-84.5% | $5,651-70.8% |