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 | $12,550 | $67,331-81.4% | $60,874-79.4% | $134,475-90.7% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.1%+11.5pp | 81.2%+3.4pp |
| Annual return | -15.12% | 49.93%-65.1pp | 16.90%-32.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,484 | $3,096-19.8% | $2,701-8.0% | $4,740-47.6% |
| Participant deferral / active EE | $4,034 | $4,538-11.1% | $3,817+5.7% | $6,400-37.0% |
| Admin fee / account holder | $1,283 | $4,582-72.0% | $3,224-60.2% | $11,426-88.8% |