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 10-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 | $39,221 | $82,664-52.6% | $125,339-68.7% | $68,494-42.7% |
| Participation rate | 70.8% | 75.0%-4.2pp | 82.4%-11.5pp | 67.9%+2.9pp |
| Annual return | -13.20% | -5.97%-7.2pp | 572.05%-585.3pp | -7.84%-5.4pp |
| Employer contribution / active EE | $3,613 | $3,381+6.9% | $4,814-24.9% | $2,596+39.2% |
| Participant deferral / active EE | $6,008 | $6,110-1.7% | $7,446-19.3% | $4,027+49.2% |
| Admin fee / account holder | $369 | $6,275-94.1% | $10,010-96.3% | $5,403-93.2% |