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 9-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 | $54,767 | $82,664-33.7% | $125,339-56.3% | $68,494-20.0% |
| Participation rate | 72.0% | 75.0%-3.0pp | 82.4%-10.4pp | 67.9%+4.1pp |
| Annual return | -17.07% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $4,040 | $3,381+19.5% | $4,814-16.1% | $2,596+55.6% |
| Participant deferral / active EE | $8,150 | $6,110+33.4% | $7,446+9.4% | $4,027+102.4% |
| Admin fee / account holder | $1,595 | $6,275-74.6% | $10,010-84.1% | $5,403-70.5% |