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 | $51,416 | $94,529-45.6% | $140,016-63.3% | $64,186-19.9% |
| Participation rate | 86.7% | 84.1%+2.6pp | 87.5%-0.8pp | 69.6%+17.1pp |
| Annual return | -4.38% | 7.77%-12.2pp | 651.12%-655.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,640 | $5,250-11.6% | $6,927-33.0% | $3,470+33.7% |
| Admin fee / account holder | $725 | $6,741-89.2% | $10,705-93.2% | $4,888-85.2% |