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 7-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 | $52,823 | $99,640-47.0% | $86,436-38.9% | $134,475-60.7% |
| Participation rate | 70.0% | 82.0%-12.0pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -16.88% | 6782.58%-6799.5pp | 4394.89%-4411.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,627 | $4,400-40.3% | $3,769-30.3% | $4,740-44.6% |
| Participant deferral / active EE | $7,208 | $7,246-0.5% | $6,952+3.7% | $6,400+12.6% |
| Admin fee / account holder | $361 | $8,371-95.7% | $6,731-94.6% | $11,426-96.8% |