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 | $40,399 | $57,354-29.6% | $83,848-51.8% | $64,186-37.1% |
| Participation rate | 96.4% | 68.6%+27.8pp | 76.1%+20.2pp | 69.6%+26.8pp |
| Annual return | -6.39% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,073 | $2,545-57.8% | $3,631-70.4% | $2,381-54.9% |
| Participant deferral / active EE | $4,931 | $2,993+64.7% | $4,082+20.8% | $3,470+42.1% |
| Admin fee / account holder | $2,564 | $4,046-36.6% | $5,478-53.2% | $4,888-47.6% |