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 | $48,599 | $106,543-54.4% | $91,220-46.7% | $134,475-63.9% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -15.81% | 160.60%-176.4pp | 114.01%-129.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,736 | $3,331-47.9% | $2,850-39.1% | $4,740-63.4% |
| Participant deferral / active EE | $2,170 | $4,719-54.0% | $4,234-48.7% | $6,400-66.1% |
| Admin fee / account holder | $3,134 | $6,231-49.7% | $5,420-42.2% | $11,426-72.6% |