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 | $12,713 | $92,703-86.3% | $82,719-84.6% | $134,475-90.5% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.6%+22.2pp | 81.2%+13.5pp |
| Annual return | -7.69% | 944.92%-952.6pp | 701.18%-708.9pp | 417.96%-425.7pp |
| Employer contribution / active EE | $1,901 | $3,274-41.9% | $3,009-36.8% | $4,740-59.9% |
| Participant deferral / active EE | $3,387 | $4,802-29.5% | $4,395-22.9% | $6,400-47.1% |
| Admin fee / account holder | $315 | $5,983-94.7% | $5,329-94.1% | $11,426-97.2% |