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 | $20,877 | $82,664-74.7% | $125,339-83.3% | $68,494-69.5% |
| Participation rate | 82.4% | 75.0%+7.3pp | 82.4%0pp | 67.9%+14.5pp |
| Annual return | -12.41% | -5.97%-6.4pp | 572.05%-584.5pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,066 | $3,381-38.9% | $4,814-57.1% | $2,596-20.4% |
| Participant deferral / active EE | $3,221 | $6,110-47.3% | $7,446-56.7% | $4,027-20.0% |
| Admin fee / account holder | $310 | $6,275-95.1% | $10,010-96.9% | $5,403-94.3% |