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 | $36,761 | $133,958-72.6% | $112,228-67.2% | $134,475-72.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -20.13% | 47.11%-67.2pp | 27.45%-47.6pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,761 | $4,038-56.4% | $3,635-51.5% | $4,740-62.8% |
| Participant deferral / active EE | $13,615 | $5,291+157.3% | $4,728+188.0% | $6,400+112.7% |
| Admin fee / account holder | $382 | $7,489-94.9% | $6,410-94.0% | $11,426-96.7% |