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 | $65,210 | $82,664-21.1% | $125,339-48.0% | $68,494-4.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.70% | -5.97%-3.7pp | 572.05%-581.8pp | -7.84%-1.9pp |
| Employer contribution / active EE | $6,125 | $3,381+81.1% | $4,814+27.2% | $2,596+135.9% |
| Participant deferral / active EE | $2,833 | $6,110-53.6% | $7,446-62.0% | $4,027-29.7% |
| Admin fee / account holder | $1,097 | $6,275-82.5% | $10,010-89.0% | $5,403-79.7% |