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 | $52,931 | $82,664-36.0% | $125,339-57.8% | $68,494-22.7% |
| Participation rate | 71.4% | 75.0%-3.6pp | 82.4%-10.9pp | 67.9%+3.5pp |
| Annual return | -11.25% | -5.97%-5.3pp | 572.05%-583.3pp | -7.84%-3.4pp |
| Employer contribution / active EE | $2,303 | $3,381-31.9% | $4,814-52.1% | $2,596-11.3% |
| Participant deferral / active EE | $8,936 | $6,110+46.2% | $7,446+20.0% | $4,027+121.9% |
| Admin fee / account holder | $354 | $6,275-94.4% | $10,010-96.5% | $5,403-93.4% |