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 | $46,630 | $92,703-49.7% | $82,719-43.6% | $134,475-65.3% |
| Participation rate | 91.3% | 75.2%+16.1pp | 72.6%+18.8pp | 81.2%+10.1pp |
| Annual return | -14.54% | 944.92%-959.5pp | 701.18%-715.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $12,040 | $3,274+267.8% | $3,009+300.1% | $4,740+154.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,231 | $5,983-46.0% | $5,329-39.4% | $11,426-71.7% |