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 | $23,840 | $92,703-74.3% | $82,719-71.2% | $134,475-82.3% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -15.90% | 944.92%-960.8pp | 701.18%-717.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,151 | $3,274-34.3% | $3,009-28.5% | $4,740-54.6% |
| Participant deferral / active EE | $5,234 | $4,802+9.0% | $4,395+19.1% | $6,400-18.2% |
| Admin fee / account holder | $478 | $5,983-92.0% | $5,329-91.0% | $11,426-95.8% |