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 | $32,767 | $99,640-67.1% | $86,436-62.1% | $134,475-75.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.87% | 6782.58%-6800.4pp | 4394.89%-4412.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,858 | $4,400-35.1% | $3,769-24.2% | $4,740-39.7% |
| Participant deferral / active EE | $4,969 | $7,246-31.4% | $6,952-28.5% | $6,400-22.4% |
| Admin fee / account holder | $918 | $8,371-89.0% | $6,731-86.4% | $11,426-92.0% |