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 | $48,364 | $97,757-50.5% | $83,848-42.3% | $135,375-64.3% |
| Participation rate | 73.9% | 80.0%-6.0pp | 76.1%-2.2pp | 82.6%-8.7pp |
| Annual return | -8.48% | 1287.37%-1295.8pp | 850.88%-859.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,086 | $4,222-74.3% | $3,631-70.1% | $4,779-77.3% |
| Participant deferral / active EE | $1,388 | $4,682-70.4% | $4,082-66.0% | $5,609-75.3% |
| Admin fee / account holder | $352 | $6,674-94.7% | $5,478-93.6% | $10,827-96.7% |