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 | $24,939 | $82,664-69.8% | $125,339-80.1% | $68,494-63.6% |
| Participation rate | 71.0% | 75.0%-4.0pp | 82.4%-11.4pp | 67.9%+3.1pp |
| Annual return | -18.17% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,298 | $3,381-32.0% | $4,814-52.3% | $2,596-11.5% |
| Participant deferral / active EE | $4,471 | $6,110-26.8% | $7,446-40.0% | $4,027+11.0% |
| Admin fee / account holder | $972 | $6,275-84.5% | $10,010-90.3% | $5,403-82.0% |