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 | $22,409 | $92,703-75.8% | $82,719-72.9% | $134,475-83.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -12.67% | 944.92%-957.6pp | 701.18%-713.9pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,249 | $3,274-61.8% | $3,009-58.5% | $4,740-73.6% |
| Participant deferral / active EE | $6,718 | $4,802+39.9% | $4,395+52.8% | $6,400+5.0% |
| Admin fee / account holder | $530 | $5,983-91.1% | $5,329-90.1% | $11,426-95.4% |