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 | $29,103 | $49,177-40.8% | $79,464-63.4% | $64,186-54.7% |
| Participation rate | 70.7% | 65.0%+5.7pp | 73.3%-2.6pp | 69.6%+1.2pp |
| Annual return | -2.25% | -1.16%-1.1pp | 718.14%-720.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $5,468 | $2,076+163.3% | $2,800+95.2% | $2,381+129.6% |
| Participant deferral / active EE | $7,819 | $2,821+177.1% | $3,704+111.1% | $3,470+125.4% |
| Admin fee / account holder | $1,037 | $3,839-73.0% | $5,113-79.7% | $4,888-78.8% |