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 | $51,826 | $57,354-9.6% | $83,848-38.2% | $64,186-19.3% |
| Participation rate | 90.9% | 68.6%+22.3pp | 76.1%+14.8pp | 69.6%+21.3pp |
| Annual return | -8.47% | 11.38%-19.9pp | 850.88%-859.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,402 | $2,545-5.6% | $3,631-33.8% | $2,381+0.9% |
| Participant deferral / active EE | $6,372 | $2,993+112.9% | $4,082+56.1% | $3,470+83.7% |
| Admin fee / account holder | $5,959 | $4,046+47.3% | $5,478+8.8% | $4,888+21.9% |