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 | $53,401 | $76,000-29.7% | $154,107-65.3% | $64,186-16.8% |
| Participation rate | 82.4% | 70.4%+11.9pp | 83.0%-0.7pp | 69.6%+12.8pp |
| Annual return | -3.92% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,110 | $3,351-37.0% | $5,298-60.2% | $2,381-11.4% |
| Participant deferral / active EE | $4,516 | $3,175+42.2% | $5,081-11.1% | $3,470+30.2% |
| Admin fee / account holder | $2,443 | $5,596-56.3% | $13,411-81.8% | $4,888-50.0% |