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 | $22,615 | $82,664-72.6% | $125,339-82.0% | $68,494-67.0% |
| Participation rate | 79.3% | 75.0%+4.3pp | 82.4%-3.1pp | 67.9%+11.4pp |
| Annual return | -15.57% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,993 | $3,381-41.1% | $4,814-58.6% | $2,596-23.2% |
| Participant deferral / active EE | $3,882 | $6,110-36.5% | $7,446-47.9% | $4,027-3.6% |
| Admin fee / account holder | $836 | $6,275-86.7% | $10,010-91.7% | $5,403-84.5% |