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 | $49,324 | $47,977+2.8% | $154,107-68.0% | $56,287-12.4% |
| Participation rate | 83.3% | 66.2%+17.2pp | 83.0%+0.3pp | 69.9%+13.5pp |
| Annual return | -5.77% | 3.54%-9.3pp | 735.12%-740.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,372 | $2,169+9.4% | $5,298-55.2% | $2,111+12.4% |
| Participant deferral / active EE | $1,233 | $2,392-48.4% | $5,081-75.7% | $3,350-63.2% |
| Admin fee / account holder | $784 | $438+78.9% | $13,411-94.2% | $521+50.5% |