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 | $48,681 | $168,632-71.1% | $147,614-67.0% | $125,391-61.2% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -0.20% | 77.65%-77.8pp | 61.98%-62.2pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,758 | $6,252-71.9% | $5,564-68.4% | $4,866-63.9% |
| Participant deferral / active EE | $4,525 | $5,507-17.8% | $4,895-7.6% | $5,352-15.4% |
| Admin fee / account holder | $543 | $13,580-96.0% | $11,611-95.3% | $9,540-94.3% |