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 9-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 | $31,822 | $49,177-35.3% | $79,464-60.0% | $64,186-50.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.18% | -1.16%-3.0pp | 718.14%-722.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $4,019 | $2,076+93.6% | $2,800+43.5% | $2,381+68.8% |
| Participant deferral / active EE | $5,087 | $2,821+80.3% | $3,704+37.3% | $3,470+46.6% |
| Admin fee / account holder | $4,188 | $3,839+9.1% | $5,113-18.1% | $4,888-14.3% |