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 | $33,361 | $76,000-56.1% | $154,107-78.4% | $64,186-48.0% |
| Participation rate | 76.5% | 70.4%+6.1pp | 83.0%-6.6pp | 69.6%+6.9pp |
| Annual return | -7.42% | 30.32%-37.7pp | 735.12%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $745 | $3,351-77.8% | $5,298-85.9% | $2,381-68.7% |
| Participant deferral / active EE | $2,267 | $3,175-28.6% | $5,081-55.4% | $3,470-34.7% |
| Admin fee / account holder | $1,192 | $5,596-78.7% | $13,411-91.1% | $4,888-75.6% |