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 | $61,069 | $82,664-26.1% | $125,339-51.3% | $68,494-10.8% |
| Participation rate | 97.2% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.3pp |
| Annual return | -14.37% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,392 | $3,381-29.3% | $4,814-50.3% | $2,596-7.9% |
| Participant deferral / active EE | $5,282 | $6,110-13.6% | $7,446-29.1% | $4,027+31.2% |
| Admin fee / account holder | $14,064 | $6,275+124.1% | $10,010+40.5% | $5,403+160.3% |