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 | $54,209 | $82,664-34.4% | $125,339-56.8% | $68,494-20.9% |
| Participation rate | 73.2% | 75.0%-1.9pp | 82.4%-9.2pp | 67.9%+5.3pp |
| Annual return | -17.87% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,618 | $3,381-52.1% | $4,814-66.4% | $2,596-37.7% |
| Participant deferral / active EE | $6,496 | $6,110+6.3% | $7,446-12.8% | $4,027+61.3% |
| Admin fee / account holder | $301 | $6,275-95.2% | $10,010-97.0% | $5,403-94.4% |