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 8-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 | $18,345 | $99,640-81.6% | $86,436-78.8% | $134,475-86.4% |
| Participation rate | 88.2% | 82.0%+6.2pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -13.86% | 6782.58%-6796.4pp | 4394.89%-4408.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $3,875 | $4,400-11.9% | $3,769+2.8% | $4,740-18.3% |
| Participant deferral / active EE | $3,782 | $7,246-47.8% | $6,952-45.6% | $6,400-40.9% |
| Admin fee / account holder | $1,650 | $8,371-80.3% | $6,731-75.5% | $11,426-85.6% |