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 | $63,417 | $91,538-30.7% | $129,995-51.2% | $75,163-15.6% |
| Participation rate | 72.4% | 71.4%+1.0pp | 78.5%-6.1pp | 67.2%+5.2pp |
| Annual return | 21.91% | -631.11%+653.0pp | -137.18%+159.1pp | 160.62%-138.7pp |
| Employer contribution / active EE | $2,924 | $2,845+2.8% | $4,320-32.3% | $2,670+9.5% |
| Participant deferral / active EE | $5,149 | $4,341+18.6% | $5,820-11.5% | $4,125+24.8% |
| Admin fee / account holder | $2,042 | $6,790-69.9% | $10,614-80.8% | $5,651-63.9% |