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 | $28,776 | $43,723-34.2% | $121,196-76.3% | $64,186-55.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -5.83% | 68.91%-74.7pp | 16.93%-22.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,377 | $1,296+6.2% | $4,022-65.8% | $2,381-42.2% |
| Participant deferral / active EE | $1,815 | $2,280-20.4% | $3,344-45.7% | $3,470-47.7% |
| Admin fee / account holder | $1,006 | $3,501-71.3% | $5,019-80.0% | $4,888-79.4% |