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 | $107,866 | $27,641+290.2% | $61,373+75.8% | $68,494+57.5% |
| Participation rate | 78.1% | 39.5%+38.6pp | 52.6%+25.6pp | 67.9%+10.2pp |
| Annual return | -18.46% | -13.24%-5.2pp | 338.61%-357.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $695 | $695-0.1% | $1,159-40.1% | $2,596-73.2% |
| Participant deferral / active EE | $2,286 | $1,263+80.9% | $2,125+7.6% | $4,027-43.2% |
| Admin fee / account holder | $4,005 | $2,010+99.3% | $2,130+88.1% | $5,403-25.9% |