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 | $40,260 | $82,630-51.3% | $64,105-37.2% | $125,391-67.9% |
| Participation rate | 73.7% | 75.9%-2.2pp | 68.2%+5.5pp | 83.2%-9.5pp |
| Annual return | -2.32% | 1489.72%-1492.0pp | 791.24%-793.6pp | 282.22%-284.5pp |
| Employer contribution / active EE | $897 | $2,671-66.4% | $1,820-50.7% | $4,866-81.6% |
| Participant deferral / active EE | $2,832 | $3,608-21.5% | $2,822+0.4% | $5,352-47.1% |
| Admin fee / account holder | $340 | $6,382-94.7% | $4,499-92.4% | $9,540-96.4% |