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 | $43,504 | $82,664-47.4% | $125,339-65.3% | $68,494-36.5% |
| Participation rate | 98.9% | 75.0%+23.9pp | 82.4%+16.6pp | 67.9%+31.0pp |
| Annual return | -14.59% | -5.97%-8.6pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,922 | $3,381-13.6% | $4,814-39.3% | $2,596+12.5% |
| Participant deferral / active EE | $7,645 | $6,110+25.1% | $7,446+2.7% | $4,027+89.8% |
| Admin fee / account holder | $1,930 | $6,275-69.3% | $10,010-80.7% | $5,403-64.3% |