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 | $51,207 | $95,193-46.2% | $76,523-33.1% | $135,375-62.2% |
| Participation rate | 94.4% | 74.4%+20.1pp | 68.0%+26.4pp | 82.6%+11.8pp |
| Annual return | -6.36% | 4.85%-11.2pp | -0.27%-6.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $6,513 | $3,302+97.2% | $2,647+146.0% | $4,779+36.3% |
| Participant deferral / active EE | $8,502 | $4,639+83.3% | $3,835+121.7% | $5,609+51.6% |
| Admin fee / account holder | $6,812 | $6,249+9.0% | $4,848+40.5% | $10,827-37.1% |