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 | $36,559 | $138,065-73.5% | $123,544-70.4% | $135,375-73.0% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -6.34% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,668 | $5,151-67.6% | $4,628-64.0% | $4,779-65.1% |
| Participant deferral / active EE | $3,234 | $6,799-52.4% | $6,426-49.7% | $5,609-42.3% |
| Admin fee / account holder | $538 | $10,916-95.1% | $9,284-94.2% | $10,827-95.0% |