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 8-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 | $40,966 | $90,600-54.8% | $79,464-48.4% | $135,375-69.7% |
| Participation rate | 78.3% | 76.0%+2.2pp | 73.3%+4.9pp | 82.6%-4.4pp |
| Annual return | -9.61% | 977.43%-987.0pp | 718.14%-727.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,467 | $3,068-52.2% | $2,800-47.6% | $4,779-69.3% |
| Participant deferral / active EE | $5,488 | $4,050+35.5% | $3,704+48.2% | $5,609-2.1% |
| Admin fee / account holder | $424 | $5,907-92.8% | $5,113-91.7% | $10,827-96.1% |