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 7-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 | $43,096 | $82,664-47.9% | $125,339-65.6% | $68,494-37.1% |
| Participation rate | 95.5% | 75.0%+20.5pp | 82.4%+13.2pp | 67.9%+27.6pp |
| Annual return | -17.61% | -5.97%-11.6pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $3,968 | $3,381+17.4% | $4,814-17.6% | $2,596+52.8% |
| Participant deferral / active EE | $7,974 | $6,110+30.5% | $7,446+7.1% | $4,027+98.0% |
| Admin fee / account holder | $547 | $6,275-91.3% | $10,010-94.5% | $5,403-89.9% |