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 | $35,868 | $54,350-34.0% | $82,719-56.6% | $68,494-47.6% |
| Participation rate | 78.6% | 63.9%+14.7pp | 72.6%+6.0pp | 67.9%+10.7pp |
| Annual return | -9.94% | -13.67%+3.7pp | 701.18%-711.1pp | -7.84%-2.1pp |
| Employer contribution / active EE | $5,691 | $2,218+156.6% | $3,009+89.1% | $2,596+119.2% |
| Participant deferral / active EE | $9,510 | $3,246+193.0% | $4,395+116.4% | $4,027+136.1% |
| Admin fee / account holder | $2,267 | $4,395-48.4% | $5,329-57.4% | $5,403-58.0% |