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 | $70,152 | $82,664-15.1% | $125,339-44.0% | $68,494+2.4% |
| Participation rate | 79.6% | 75.0%+4.5pp | 82.4%-2.8pp | 67.9%+11.7pp |
| Annual return | -15.86% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,576 | $3,381-23.8% | $4,814-46.5% | $2,596-0.8% |
| Participant deferral / active EE | $5,145 | $6,110-15.8% | $7,446-30.9% | $4,027+27.7% |
| Admin fee / account holder | $3,925 | $6,275-37.5% | $10,010-60.8% | $5,403-27.4% |