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 | $21,621 | $76,000-71.6% | $154,107-86.0% | $64,186-66.3% |
| Participation rate | 75.7% | 70.4%+5.3pp | 83.0%-7.4pp | 69.6%+6.1pp |
| Annual return | -3.47% | 30.32%-33.8pp | 735.12%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,000 | $3,351-40.3% | $5,298-62.2% | $2,381-16.0% |
| Participant deferral / active EE | $2,905 | $3,175-8.5% | $5,081-42.8% | $3,470-16.3% |
| Admin fee / account holder | $750 | $5,596-86.6% | $13,411-94.4% | $4,888-84.7% |