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 | $41,516 | $82,664-49.8% | $125,339-66.9% | $68,494-39.4% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -7.37% | -5.97%-1.4pp | 572.05%-579.4pp | -7.84%+0.5pp |
| Employer contribution / active EE | $2,778 | $3,381-17.9% | $4,814-42.3% | $2,596+7.0% |
| Participant deferral / active EE | $4,088 | $6,110-33.1% | $7,446-45.1% | $4,027+1.5% |
| Admin fee / account holder | $4,497 | $6,275-28.3% | $10,010-55.1% | $5,403-16.8% |