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 | $39,148 | $82,664-52.6% | $125,339-68.8% | $68,494-42.8% |
| Participation rate | 72.4% | 75.0%-2.6pp | 82.4%-10.0pp | 67.9%+4.5pp |
| Annual return | -8.79% | -5.97%-2.8pp | 572.05%-580.8pp | -7.84%-0.9pp |
| Employer contribution / active EE | $2,157 | $3,381-36.2% | $4,814-55.2% | $2,596-16.9% |
| Participant deferral / active EE | $4,500 | $6,110-26.4% | $7,446-39.6% | $4,027+11.7% |
| Admin fee / account holder | $405 | $6,275-93.6% | $10,010-96.0% | $5,403-92.5% |