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 | $60,730 | $82,664-26.5% | $125,339-51.5% | $68,494-11.3% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -15.03% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,570 | $3,381-24.0% | $4,814-46.6% | $2,596-1.0% |
| Participant deferral / active EE | $4,257 | $6,110-30.3% | $7,446-42.8% | $4,027+5.7% |
| Admin fee / account holder | $455 | $6,275-92.7% | $10,010-95.5% | $5,403-91.6% |