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 | $33,876 | $93,024-63.6% | $77,024-56.0% | $134,475-74.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.54% | 62.60%-76.1pp | 42.32%-55.9pp | 417.96%-431.5pp |
| Employer contribution / active EE | $8,018 | $3,418+134.6% | $2,812+185.1% | $4,740+69.2% |
| Participant deferral / active EE | $5,263 | $5,238+0.5% | $4,426+18.9% | $6,400-17.8% |
| Admin fee / account holder | $1,376 | $6,944-80.2% | $5,425-74.6% | $11,426-88.0% |