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 | $54,884 | $57,354-4.3% | $83,848-34.5% | $64,186-14.5% |
| Participation rate | 88.0% | 68.6%+19.4pp | 76.1%+11.9pp | 69.6%+18.4pp |
| Annual return | -7.28% | 11.38%-18.7pp | 850.88%-858.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,135 | $2,545-16.1% | $3,631-41.2% | $2,381-10.3% |
| Participant deferral / active EE | $6,419 | $2,993+114.5% | $4,082+57.3% | $3,470+85.0% |
| Admin fee / account holder | $1,612 | $4,046-60.1% | $5,478-70.6% | $4,888-67.0% |