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 8-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 | $57,324 | $97,757-41.4% | $83,848-31.6% | $135,375-57.7% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -7.19% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,346 | $4,222-44.4% | $3,631-35.4% | $4,779-50.9% |
| Participant deferral / active EE | $3,883 | $4,682-17.1% | $4,082-4.9% | $5,609-30.8% |
| Admin fee / account holder | $1,194 | $6,674-82.1% | $5,478-78.2% | $10,827-89.0% |