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 | $30,188 | $82,664-63.5% | $125,339-75.9% | $68,494-55.9% |
| Participation rate | 91.8% | 75.0%+16.8pp | 82.4%+9.4pp | 67.9%+23.9pp |
| Annual return | -14.04% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $4,897 | $3,381+44.8% | $4,814+1.7% | $2,596+88.6% |
| Participant deferral / active EE | $8,178 | $6,110+33.8% | $7,446+9.8% | $4,027+103.1% |
| Admin fee / account holder | $3,056 | $6,275-51.3% | $10,010-69.5% | $5,403-43.4% |