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 | $31,963 | $95,971-66.7% | $74,550-57.1% | $135,375-76.4% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -4.94% | 56.96%-61.9pp | 32.53%-37.5pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,273 | $2,716-16.3% | $1,961+15.9% | $4,779-52.4% |
| Participant deferral / active EE | $1,539 | $3,843-60.0% | $3,108-50.5% | $5,609-72.6% |
| Admin fee / account holder | $1,224 | $6,522-81.2% | $5,060-75.8% | $10,827-88.7% |