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 | $8,505 | $67,331-87.4% | $60,874-86.0% | $134,475-93.7% |
| Participation rate | 76.2% | 76.2%0pp | 73.1%+3.1pp | 81.2%-5.0pp |
| Annual return | -13.51% | 49.93%-63.4pp | 16.90%-30.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,119 | $4,538-31.3% | $3,817-18.3% | $6,400-51.3% |
| Admin fee / account holder | $1,836 | $4,582-59.9% | $3,224-43.1% | $11,426-83.9% |