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 10-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 | $83,193 | $82,664+0.6% | $125,339-33.6% | $68,494+21.5% |
| Participation rate | 97.0% | 75.0%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -12.88% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $4,451 | $3,381+31.6% | $4,814-7.5% | $2,596+71.4% |
| Participant deferral / active EE | $10,135 | $6,110+65.9% | $7,446+36.1% | $4,027+151.7% |
| Admin fee / account holder | $860 | $6,275-86.3% | $10,010-91.4% | $5,403-84.1% |