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 | $22,198 | $99,640-77.7% | $86,436-74.3% | $134,475-83.5% |
| Participation rate | 95.7% | 82.0%+13.6pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -13.23% | 6782.58%-6795.8pp | 4394.89%-4408.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $672 | $4,400-84.7% | $3,769-82.2% | $4,740-85.8% |
| Participant deferral / active EE | $7,121 | $7,246-1.7% | $6,952+2.4% | $6,400+11.3% |
| Admin fee / account holder | $819 | $8,371-90.2% | $6,731-87.8% | $11,426-92.8% |