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 | $34,592 | $57,354-39.7% | $83,848-58.7% | $64,186-46.1% |
| Participation rate | 81.5% | 68.6%+12.9pp | 76.1%+5.3pp | 69.6%+11.9pp |
| Annual return | -6.35% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,955 | $2,545-23.2% | $3,631-46.2% | $2,381-17.9% |
| Participant deferral / active EE | $2,863 | $2,993-4.3% | $4,082-29.8% | $3,470-17.5% |
| Admin fee / account holder | $1,501 | $4,046-62.9% | $5,478-72.6% | $4,888-69.3% |