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 | $53,918 | $75,828-28.9% | $147,614-63.5% | $59,632-9.6% |
| Participation rate | 84.0% | 71.6%+12.4pp | 84.6%-0.6pp | 68.7%+15.3pp |
| Annual return | -0.95% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,904 | $3,485-45.3% | $5,564-65.8% | $2,203-13.5% |
| Participant deferral / active EE | $3,787 | $3,130+21.0% | $4,895-22.6% | $3,192+18.7% |
| Admin fee / account holder | $409 | $5,985-93.2% | $11,611-96.5% | $4,297-90.5% |