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 | $44,419 | $82,664-46.3% | $125,339-64.6% | $68,494-35.1% |
| Participation rate | 70.2% | 75.0%-4.8pp | 82.4%-12.2pp | 67.9%+2.3pp |
| Annual return | -12.22% | -5.97%-6.3pp | 572.05%-584.3pp | -7.84%-4.4pp |
| Employer contribution / active EE | $3,687 | $3,381+9.0% | $4,814-23.4% | $2,596+42.0% |
| Participant deferral / active EE | $6,598 | $6,110+8.0% | $7,446-11.4% | $4,027+63.8% |
| Admin fee / account holder | $2,237 | $6,275-64.4% | $10,010-77.7% | $5,403-58.6% |