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 9-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 | $44,112 | $84,487-47.8% | $125,339-64.8% | $66,914-34.1% |
| Participation rate | 92.6% | 76.4%+16.2pp | 82.4%+10.2pp | 69.8%+22.8pp |
| Annual return | -6.57% | -8.39%+1.8pp | 572.05%-578.6pp | 1.58%-8.2pp |
| Employer contribution / active EE | $3,021 | $3,553-15.0% | $4,814-37.2% | $2,544+18.7% |
| Participant deferral / active EE | $8,850 | $6,781+30.5% | $7,446+18.8% | $4,237+108.9% |
| Admin fee / account holder | $2,507 | $685+266.0% | $10,010-75.0% | $593+322.6% |