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 | $12,850 | $49,177-73.9% | $79,464-83.8% | $64,186-80.0% |
| Participation rate | 80.5% | 65.0%+15.5pp | 73.3%+7.2pp | 69.6%+11.0pp |
| Annual return | -6.73% | -1.16%-5.6pp | 718.14%-724.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,322 | $2,076-36.3% | $2,800-52.8% | $2,381-44.5% |
| Participant deferral / active EE | $4,479 | $2,821+58.8% | $3,704+20.9% | $3,470+29.1% |
| Admin fee / account holder | $3,665 | $3,839-4.5% | $5,113-28.3% | $4,888-25.0% |