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 | $36,569 | $49,177-25.6% | $79,464-54.0% | $64,186-43.0% |
| Participation rate | 97.3% | 65.0%+32.3pp | 73.3%+24.0pp | 69.6%+27.7pp |
| Annual return | -6.77% | -1.16%-5.6pp | 718.14%-724.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,524 | $2,076+69.7% | $2,800+25.8% | $2,381+48.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,542 | $3,839-7.7% | $5,113-30.7% | $4,888-27.5% |