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 7-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 | $33,262 | $117,690-71.7% | $71,735-53.6% | $134,475-75.3% |
| Participation rate | 90.5% | 68.8%+21.7pp | 62.3%+28.2pp | 81.2%+9.3pp |
| Annual return | -21.41% | 25.44%-46.8pp | 9.14%-30.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $6,157 | $2,525+143.9% | $1,704+261.3% | $4,740+29.9% |
| Participant deferral / active EE | $5,508 | $3,759+46.5% | $2,658+107.2% | $6,400-13.9% |
| Admin fee / account holder | $1,010 | $6,379-84.2% | $3,974-74.6% | $11,426-91.2% |