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 | $45,354 | $82,664-45.1% | $125,339-63.8% | $68,494-33.8% |
| Participation rate | 72.0% | 75.0%-3.0pp | 82.4%-10.4pp | 67.9%+4.1pp |
| Annual return | -16.89% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $6,727 | $3,381+99.0% | $4,814+39.7% | $2,596+159.1% |
| Participant deferral / active EE | $4,009 | $6,110-34.4% | $7,446-46.2% | $4,027-0.5% |
| Admin fee / account holder | $1,360 | $6,275-78.3% | $10,010-86.4% | $5,403-74.8% |