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 7-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 | $30,824 | $67,331-54.2% | $60,874-49.4% | $134,475-77.1% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.1%-3.1pp | 81.2%-11.2pp |
| Annual return | -17.54% | 49.93%-67.5pp | 16.90%-34.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,873 | $3,096+25.1% | $2,701+43.3% | $4,740-18.3% |
| Participant deferral / active EE | $4,629 | $4,538+2.0% | $3,817+21.3% | $6,400-27.7% |
| Admin fee / account holder | $985 | $4,582-78.5% | $3,224-69.5% | $11,426-91.4% |