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 | $40,946 | $168,632-75.7% | $147,614-72.3% | $125,391-67.3% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -1.51% | 77.65%-79.2pp | 61.98%-63.5pp | 282.22%-283.7pp |
| Employer contribution / active EE | $2,681 | $6,252-57.1% | $5,564-51.8% | $4,866-44.9% |
| Participant deferral / active EE | $4,488 | $5,507-18.5% | $4,895-8.3% | $5,352-16.1% |
| Admin fee / account holder | $761 | $13,580-94.4% | $11,611-93.5% | $9,540-92.0% |