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 | $41,836 | $94,529-55.7% | $140,016-70.1% | $64,186-34.8% |
| Participation rate | 97.4% | 84.1%+13.3pp | 87.5%+9.9pp | 69.6%+27.9pp |
| Annual return | -6.64% | 7.77%-14.4pp | 651.12%-657.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,462 | $3,812-61.7% | $5,606-73.9% | $2,381-38.6% |
| Participant deferral / active EE | $5,559 | $5,250+5.9% | $6,927-19.7% | $3,470+60.2% |
| Admin fee / account holder | $2,804 | $6,741-58.4% | $10,705-73.8% | $4,888-42.6% |