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 | $31,284 | $92,703-66.3% | $82,719-62.2% | $134,475-76.7% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -11.24% | 944.92%-956.2pp | 701.18%-712.4pp | 417.96%-429.2pp |
| Employer contribution / active EE | $4,032 | $3,274+23.1% | $3,009+34.0% | $4,740-14.9% |
| Participant deferral / active EE | $5,017 | $4,802+4.5% | $4,395+14.2% | $6,400-21.6% |
| Admin fee / account holder | $5,711 | $5,983-4.5% | $5,329+7.2% | $11,426-50.0% |