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 | $24,069 | $133,958-82.0% | $112,228-78.6% | $134,475-82.1% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -20.07% | 47.11%-67.2pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,114 | $4,038-72.4% | $3,635-69.4% | $4,740-76.5% |
| Participant deferral / active EE | $1,923 | $5,291-63.6% | $4,728-59.3% | $6,400-69.9% |
| Admin fee / account holder | $1,747 | $7,489-76.7% | $6,410-72.7% | $11,426-84.7% |