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 | $61,862 | $82,664-25.2% | $125,339-50.6% | $68,494-9.7% |
| Participation rate | 71.6% | 75.0%-3.4pp | 82.4%-10.7pp | 67.9%+3.7pp |
| Annual return | -18.94% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,916 | $3,381-13.7% | $4,814-39.4% | $2,596+12.3% |
| Participant deferral / active EE | $6,498 | $6,110+6.3% | $7,446-12.7% | $4,027+61.4% |
| Admin fee / account holder | $15,067 | $6,275+140.1% | $10,010+50.5% | $5,403+178.9% |