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 | $57,868 | $76,000-23.9% | $154,107-62.4% | $64,186-9.8% |
| Participation rate | 94.9% | 70.4%+24.5pp | 83.0%+11.8pp | 69.6%+25.3pp |
| Annual return | -3.40% | 30.32%-33.7pp | 735.12%-738.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,064 | $3,351-38.4% | $5,298-61.0% | $2,381-13.3% |
| Participant deferral / active EE | $1,488 | $3,175-53.1% | $5,081-70.7% | $3,470-57.1% |
| Admin fee / account holder | $3,894 | $5,596-30.4% | $13,411-71.0% | $4,888-20.3% |