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 | $34,495 | $82,664-58.3% | $125,339-72.5% | $68,494-49.6% |
| Participation rate | 70.4% | 75.0%-4.7pp | 82.4%-12.0pp | 67.9%+2.5pp |
| Annual return | -12.24% | -5.97%-6.3pp | 572.05%-584.3pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,637 | $3,381-51.6% | $4,814-66.0% | $2,596-36.9% |
| Participant deferral / active EE | $5,520 | $6,110-9.7% | $7,446-25.9% | $4,027+37.1% |
| Admin fee / account holder | $559 | $6,275-91.1% | $10,010-94.4% | $5,403-89.7% |