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 | $37,630 | $75,828-50.4% | $147,614-74.5% | $59,632-36.9% |
| Participation rate | 73.9% | 71.6%+2.3pp | 84.6%-10.7pp | 68.7%+5.2pp |
| Annual return | 0.24% | 0.37%-0.1pp | 61.98%-61.7pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $597 | $3,485-82.9% | $5,564-89.3% | $2,203-72.9% |
| Participant deferral / active EE | $3,355 | $3,130+7.2% | $4,895-31.5% | $3,192+5.1% |
| Admin fee / account holder | $3,197 | $5,985-46.6% | $11,611-72.5% | $4,297-25.6% |