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 | $41,502 | $97,757-57.5% | $83,848-50.5% | $135,375-69.3% |
| Participation rate | 82.4% | 80.0%+2.4pp | 76.1%+6.2pp | 82.6%-0.3pp |
| Annual return | -6.72% | 1287.37%-1294.1pp | 850.88%-857.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,433 | $4,222-66.1% | $3,631-60.5% | $4,779-70.0% |
| Participant deferral / active EE | $6,928 | $4,682+48.0% | $4,082+69.7% | $5,609+23.5% |
| Admin fee / account holder | $2,561 | $6,674-61.6% | $5,478-53.2% | $10,827-76.3% |