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 | $54,823 | $82,664-33.7% | $125,339-56.3% | $68,494-20.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.49% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $15,144 | $3,381+347.9% | $4,814+214.6% | $2,596+483.3% |
| Participant deferral / active EE | $12,624 | $6,110+106.6% | $7,446+69.5% | $4,027+213.5% |
| Admin fee / account holder | $1,280 | $6,275-79.6% | $10,010-87.2% | $5,403-76.3% |