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 | $37,058 | $54,350-31.8% | $82,719-55.2% | $68,494-45.9% |
| Participation rate | 80.0% | 63.9%+16.1pp | 72.6%+7.4pp | 67.9%+12.1pp |
| Annual return | -19.22% | -13.67%-5.6pp | 701.18%-720.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,001 | $2,218-54.9% | $3,009-66.7% | $2,596-61.4% |
| Participant deferral / active EE | $3,504 | $3,246+8.0% | $4,395-20.3% | $4,027-13.0% |
| Admin fee / account holder | $2,985 | $4,395-32.1% | $5,329-44.0% | $5,403-44.7% |