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 5-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 | $14,801 | $106,543-86.1% | $91,220-83.8% | $134,475-89.0% |
| Participation rate | 85.0% | 76.8%+8.2pp | 73.2%+11.8pp | 81.2%+3.8pp |
| Annual return | -20.78% | 160.60%-181.4pp | 114.01%-134.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,597 | $3,331-52.0% | $2,850-44.0% | $4,740-66.3% |
| Participant deferral / active EE | $4,523 | $4,719-4.2% | $4,234+6.8% | $6,400-29.3% |
| Admin fee / account holder | $303 | $6,231-95.1% | $5,420-94.4% | $11,426-97.3% |