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 | $136,366 | $82,664+65.0% | $125,339+8.8% | $68,494+99.1% |
| Participation rate | 84.4% | 75.0%+9.4pp | 82.4%+2.1pp | 67.9%+16.6pp |
| Annual return | -15.06% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,052 | $3,381-39.3% | $4,814-57.4% | $2,596-21.0% |
| Participant deferral / active EE | $6,506 | $6,110+6.5% | $7,446-12.6% | $4,027+61.6% |
| Admin fee / account holder | $1,641 | $6,275-73.9% | $10,010-83.6% | $5,403-69.6% |