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 9-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 | $66,465 | $82,664-19.6% | $125,339-47.0% | $68,494-3.0% |
| Participation rate | 78.9% | 75.0%+3.9pp | 82.4%-3.4pp | 67.9%+11.1pp |
| Annual return | -16.09% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $6,785 | $3,381+100.7% | $4,814+40.9% | $2,596+161.3% |
| Participant deferral / active EE | $12,095 | $6,110+97.9% | $7,446+62.4% | $4,027+200.3% |
| Admin fee / account holder | $731 | $6,275-88.4% | $10,010-92.7% | $5,403-86.5% |