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 | $28,308 | $197,825-85.7% | $155,790-81.8% | $125,391-77.4% |
| Participation rate | 77.3% | 82.1%-4.8pp | 76.1%+1.2pp | 83.2%-5.9pp |
| Annual return | -0.52% | 86.74%-87.3pp | 71.54%-72.1pp | 282.22%-282.7pp |
| Employer contribution / active EE | $418 | $4,847-91.4% | $3,836-89.1% | $4,866-91.4% |
| Participant deferral / active EE | $3,152 | $5,630-44.0% | $4,797-34.3% | $5,352-41.1% |
| Admin fee / account holder | $1,080 | $9,545-88.7% | $7,478-85.6% | $9,540-88.7% |