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 8-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 | $13,949 | $152,509-90.9% | $117,472-88.1% | $134,475-89.6% |
| Participation rate | 84.6% | 77.1%+7.5pp | 70.6%+14.0pp | 81.2%+3.4pp |
| Annual return | -19.69% | 52.99%-72.7pp | 29.74%-49.4pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,695 | $5,571-69.6% | $4,176-59.4% | $4,740-64.2% |
| Participant deferral / active EE | $4,656 | $4,818-3.4% | $4,070+14.4% | $6,400-27.3% |
| Admin fee / account holder | $1,210 | $7,004-82.7% | $5,645-78.6% | $11,426-89.4% |