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 | $20,507 | $76,000-73.0% | $154,107-86.7% | $64,186-68.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.20% | 30.32%-31.5pp | 735.12%-736.3pp | 7.63%-8.8pp |
| Employer contribution / active EE | $1,894 | $3,351-43.5% | $5,298-64.2% | $2,381-20.4% |
| Participant deferral / active EE | $3,211 | $3,175+1.1% | $5,081-36.8% | $3,470-7.5% |
| Admin fee / account holder | $644 | $5,596-88.5% | $13,411-95.2% | $4,888-86.8% |