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 | $52,595 | $76,000-30.8% | $154,107-65.9% | $64,186-18.1% |
| Participation rate | 76.0% | 70.4%+5.6pp | 83.0%-7.0pp | 69.6%+6.4pp |
| Annual return | -1.25% | 30.32%-31.6pp | 735.12%-736.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $2,182 | $3,351-34.9% | $5,298-58.8% | $2,381-8.4% |
| Participant deferral / active EE | $3,426 | $3,175+7.9% | $5,081-32.6% | $3,470-1.3% |
| Admin fee / account holder | $6,399 | $5,596+14.4% | $13,411-52.3% | $4,888+30.9% |