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 | $44,267 | $82,664-46.4% | $125,339-64.7% | $68,494-35.4% |
| Participation rate | 80.6% | 75.0%+5.6pp | 82.4%-1.7pp | 67.9%+12.8pp |
| Annual return | -18.91% | -5.97%-12.9pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $4,568 | $3,381+35.1% | $4,814-5.1% | $2,596+76.0% |
| Participant deferral / active EE | $6,614 | $6,110+8.2% | $7,446-11.2% | $4,027+64.2% |
| Admin fee / account holder | $466 | $6,275-92.6% | $10,010-95.3% | $5,403-91.4% |