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 | $56,310 | $82,664-31.9% | $125,339-55.1% | $68,494-17.8% |
| Participation rate | 76.8% | 75.0%+1.7pp | 82.4%-5.6pp | 67.9%+8.9pp |
| Annual return | -13.24% | -5.97%-7.3pp | 572.05%-585.3pp | -7.84%-5.4pp |
| Employer contribution / active EE | $5,026 | $3,381+48.7% | $4,814+4.4% | $2,596+93.6% |
| Participant deferral / active EE | $11,063 | $6,110+81.0% | $7,446+48.6% | $4,027+174.7% |
| Admin fee / account holder | $10,597 | $6,275+68.9% | $10,010+5.9% | $5,403+96.1% |