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 | $42,235 | $92,703-54.4% | $82,719-48.9% | $134,475-68.6% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -16.58% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,003 | $3,274-69.4% | $3,009-66.7% | $4,740-78.8% |
| Participant deferral / active EE | $3,654 | $4,802-23.9% | $4,395-16.9% | $6,400-42.9% |
| Admin fee / account holder | $717 | $5,983-88.0% | $5,329-86.6% | $11,426-93.7% |