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 10-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 | $7,865 | $67,331-88.3% | $60,874-87.1% | $134,475-94.2% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.1%+11.1pp | 81.2%+3.0pp |
| Annual return | -8.12% | 49.93%-58.1pp | 16.90%-25.0pp | 417.96%-426.1pp |
| Employer contribution / active EE | $837 | $3,096-73.0% | $2,701-69.0% | $4,740-82.3% |
| Participant deferral / active EE | $2,005 | $4,538-55.8% | $3,817-47.5% | $6,400-68.7% |
| Admin fee / account holder | $723 | $4,582-84.2% | $3,224-77.6% | $11,426-93.7% |