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 | $42,866 | $59,107-27.5% | $86,436-50.4% | $68,494-37.4% |
| Participation rate | 83.1% | 75.2%+7.8pp | 80.3%+2.7pp | 67.9%+15.2pp |
| Annual return | -6.89% | -0.23%-6.7pp | 4394.89%-4401.8pp | -7.84%+1.0pp |
| Employer contribution / active EE | $4,919 | $2,519+95.3% | $3,769+30.5% | $2,596+89.5% |
| Participant deferral / active EE | $10,761 | $5,901+82.4% | $6,952+54.8% | $4,027+167.2% |
| Admin fee / account holder | $1,903 | $5,637-66.2% | $6,731-71.7% | $5,403-64.8% |