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 | $63,484 | $82,664-23.2% | $125,339-49.4% | $68,494-7.3% |
| Participation rate | 97.4% | 75.0%+22.4pp | 82.4%+15.1pp | 67.9%+29.5pp |
| Annual return | -18.10% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $8,496 | $3,381+151.3% | $4,814+76.5% | $2,596+227.2% |
| Participant deferral / active EE | $11,028 | $6,110+80.5% | $7,446+48.1% | $4,027+173.8% |
| Admin fee / account holder | $3,318 | $6,275-47.1% | $10,010-66.9% | $5,403-38.6% |