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 | $32,164 | $95,971-66.5% | $74,550-56.9% | $135,375-76.2% |
| Participation rate | 95.5% | 75.7%+19.8pp | 69.1%+26.3pp | 82.6%+12.8pp |
| Annual return | -5.03% | 56.96%-62.0pp | 32.53%-37.6pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,817 | $2,716-33.1% | $1,961-7.3% | $4,779-62.0% |
| Participant deferral / active EE | $3,265 | $3,843-15.0% | $3,108+5.1% | $5,609-41.8% |
| Admin fee / account holder | $928 | $6,522-85.8% | $5,060-81.6% | $10,827-91.4% |