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 6-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 | $12,536 | $67,331-81.4% | $60,874-79.4% | $134,475-90.7% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.1%+18.6pp | 81.2%+10.4pp |
| Annual return | -13.59% | 49.93%-63.5pp | 16.90%-30.5pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,317 | $3,096-57.5% | $2,701-51.3% | $4,740-72.2% |
| Participant deferral / active EE | $5,744 | $4,538+26.6% | $3,817+50.5% | $6,400-10.2% |
| Admin fee / account holder | $3,468 | $4,582-24.3% | $3,224+7.5% | $11,426-69.7% |