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 | $40,229 | $54,350-26.0% | $82,719-51.4% | $68,494-41.3% |
| Participation rate | 94.6% | 63.9%+30.7pp | 72.6%+22.0pp | 67.9%+26.7pp |
| Annual return | -12.77% | -13.67%+0.9pp | 701.18%-713.9pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,832 | $2,218-17.4% | $3,009-39.1% | $2,596-29.4% |
| Participant deferral / active EE | $3,767 | $3,246+16.1% | $4,395-14.3% | $4,027-6.5% |
| Admin fee / account holder | $6,264 | $4,395+42.5% | $5,329+17.5% | $5,403+15.9% |