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 | $45,189 | $190,805-76.3% | $159,960-71.7% | $134,475-66.4% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -13.53% | 552.23%-565.8pp | 408.60%-422.1pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,464 | $4,995-50.7% | $4,226-41.7% | $4,740-48.0% |
| Participant deferral / active EE | $8,076 | $6,923+16.7% | $6,182+30.6% | $6,400+26.2% |
| Admin fee / account holder | $469 | $10,471-95.5% | $8,698-94.6% | $11,426-95.9% |