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 | $25,266 | $44,103-42.7% | $75,826-66.7% | $64,186-60.6% |
| Participation rate | 80.6% | 62.7%+17.8pp | 68.2%+12.3pp | 69.6%+11.0pp |
| Annual return | -5.73% | -4.72%-1.0pp | 1914.15%-1919.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,923 | $1,446+33.0% | $1,913+0.5% | $2,381-19.2% |
| Participant deferral / active EE | $3,733 | $2,204+69.4% | $2,862+30.4% | $3,470+7.6% |
| Admin fee / account holder | $1,713 | $3,506-51.2% | $4,726-63.8% | $4,888-65.0% |