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 | $19,332 | $93,024-79.2% | $77,024-74.9% | $134,475-85.6% |
| Participation rate | 91.3% | 74.5%+16.8pp | 67.9%+23.4pp | 81.2%+10.1pp |
| Annual return | -8.61% | 62.60%-71.2pp | 42.32%-50.9pp | 417.96%-426.6pp |
| Employer contribution / active EE | $2,483 | $3,418-27.4% | $2,812-11.7% | $4,740-47.6% |
| Participant deferral / active EE | $3,283 | $5,238-37.3% | $4,426-25.8% | $6,400-48.7% |
| Admin fee / account holder | $1,419 | $6,944-79.6% | $5,425-73.9% | $11,426-87.6% |