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 | $44,802 | $92,703-51.7% | $82,719-45.8% | $134,475-66.7% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -11.54% | 944.92%-956.5pp | 701.18%-712.7pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,609 | $3,274-50.9% | $3,009-46.5% | $4,740-66.1% |
| Participant deferral / active EE | $6,430 | $4,802+33.9% | $4,395+46.3% | $6,400+0.5% |
| Admin fee / account holder | $656 | $5,983-89.0% | $5,329-87.7% | $11,426-94.3% |