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 | $8,060 | $27,641-70.8% | $61,373-86.9% | $68,494-88.2% |
| Participation rate | 96.4% | 39.5%+56.9pp | 52.6%+43.9pp | 67.9%+28.5pp |
| Annual return | -18.57% | -13.24%-5.3pp | 338.61%-357.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $997 | $695+43.4% | $1,159-14.0% | $2,596-61.6% |
| Participant deferral / active EE | $3,438 | $1,263+172.2% | $2,125+61.8% | $4,027-14.6% |
| Admin fee / account holder | $402 | $2,010-80.0% | $2,130-81.1% | $5,403-92.6% |