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 6-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 | $16,903 | $190,805-91.1% | $159,960-89.4% | $134,475-87.4% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -16.91% | 552.23%-569.1pp | 408.60%-425.5pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,312 | $4,995-33.7% | $4,226-21.6% | $4,740-30.1% |
| Participant deferral / active EE | $3,687 | $6,923-46.7% | $6,182-40.4% | $6,400-42.4% |
| Admin fee / account holder | $1,020 | $10,471-90.3% | $8,698-88.3% | $11,426-91.1% |