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 | $32,409 | $77,813-58.3% | $123,544-73.8% | $64,186-49.5% |
| Participation rate | 87.1% | 74.7%+12.4pp | 82.3%+4.8pp | 69.6%+17.5pp |
| Annual return | -2.93% | 12.48%-15.4pp | 119.20%-122.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,274 | $3,014-24.5% | $4,628-50.9% | $2,381-4.5% |
| Participant deferral / active EE | $6,295 | $5,240+20.1% | $6,426-2.0% | $3,470+81.4% |
| Admin fee / account holder | $1,499 | $5,519-72.8% | $9,284-83.9% | $4,888-69.3% |