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 8-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 | $44,072 | $82,664-46.7% | $125,339-64.8% | $68,494-35.7% |
| Participation rate | 87.8% | 75.0%+12.8pp | 82.4%+5.4pp | 67.9%+19.9pp |
| Annual return | -6.21% | -5.97%-0.2pp | 572.05%-578.3pp | -7.84%+1.6pp |
| Employer contribution / active EE | $3,557 | $3,381+5.2% | $4,814-26.1% | $2,596+37.0% |
| Participant deferral / active EE | $9,316 | $6,110+52.5% | $7,446+25.1% | $4,027+131.3% |
| Admin fee / account holder | $4,886 | $6,275-22.1% | $10,010-51.2% | $5,403-9.6% |