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 | $33,065 | $92,703-64.3% | $82,719-60.0% | $134,475-75.4% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -12.39% | 944.92%-957.3pp | 701.18%-713.6pp | 417.96%-430.4pp |
| Employer contribution / active EE | $495 | $3,274-84.9% | $3,009-83.5% | $4,740-89.5% |
| Participant deferral / active EE | $1,992 | $4,802-58.5% | $4,395-54.7% | $6,400-68.9% |
| Admin fee / account holder | $6,074 | $5,983+1.5% | $5,329+14.0% | $11,426-46.8% |