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 | $30,863 | $138,065-77.6% | $123,544-75.0% | $135,375-77.2% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -8.63% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,315 | $5,151-74.5% | $4,628-71.6% | $4,779-72.5% |
| Participant deferral / active EE | $4,101 | $6,799-39.7% | $6,426-36.2% | $5,609-26.9% |
| Admin fee / account holder | $668 | $10,916-93.9% | $9,284-92.8% | $10,827-93.8% |