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 | $48,281 | $88,594-45.5% | $70,092-31.1% | $134,475-64.1% |
| Participation rate | 94.4% | 74.9%+19.5pp | 70.5%+24.0pp | 81.2%+13.2pp |
| Annual return | -19.35% | 442.67%-462.0pp | 190.73%-210.1pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,663 | $3,233-17.6% | $2,559+4.1% | $4,740-43.8% |
| Participant deferral / active EE | $3,786 | $4,772-20.7% | $3,849-1.6% | $6,400-40.8% |
| Admin fee / account holder | $460 | $10,441-95.6% | $6,267-92.7% | $11,426-96.0% |