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 | $34,375 | $27,641+24.4% | $61,373-44.0% | $68,494-49.8% |
| Participation rate | 76.8% | 39.5%+37.3pp | 52.6%+24.3pp | 67.9%+8.9pp |
| Annual return | -17.50% | -13.24%-4.3pp | 338.61%-356.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $535 | $695-23.0% | $1,159-53.8% | $2,596-79.4% |
| Participant deferral / active EE | $2,952 | $1,263+133.7% | $2,125+38.9% | $4,027-26.7% |
| Admin fee / account holder | $486 | $2,010-75.8% | $2,130-77.2% | $5,403-91.0% |