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 4-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 | $19,701 | $82,664-76.2% | $125,339-84.3% | $68,494-71.2% |
| Participation rate | 81.6% | 75.0%+6.5pp | 82.4%-0.8pp | 67.9%+13.7pp |
| Annual return | -16.99% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,198 | $3,381-5.4% | $4,814-33.6% | $2,596+23.2% |
| Participant deferral / active EE | $6,526 | $6,110+6.8% | $7,446-12.4% | $4,027+62.0% |
| Admin fee / account holder | $1,241 | $6,275-80.2% | $10,010-87.6% | $5,403-77.0% |