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 | $71,966 | $54,350+32.4% | $82,719-13.0% | $68,494+5.1% |
| Participation rate | 86.4% | 63.9%+22.4pp | 72.6%+13.8pp | 67.9%+18.5pp |
| Annual return | -15.66% | -13.67%-2.0pp | 701.18%-716.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,937 | $2,218+32.4% | $3,009-2.4% | $2,596+13.1% |
| Participant deferral / active EE | $6,318 | $3,246+94.6% | $4,395+43.7% | $4,027+56.9% |
| Admin fee / account holder | $9,463 | $4,395+115.3% | $5,329+77.6% | $5,403+75.2% |