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 | $33,639 | $133,958-74.9% | $112,228-70.0% | $134,475-75.0% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -9.91% | 47.11%-57.0pp | 27.45%-37.4pp | 417.96%-427.9pp |
| Employer contribution / active EE | $1,862 | $4,038-53.9% | $3,635-48.8% | $4,740-60.7% |
| Participant deferral / active EE | $3,902 | $5,291-26.3% | $4,728-17.5% | $6,400-39.0% |
| Admin fee / account holder | $388 | $7,489-94.8% | $6,410-93.9% | $11,426-96.6% |