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 9-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 | $37,307 | $54,350-31.4% | $82,719-54.9% | $68,494-45.5% |
| Participation rate | 88.5% | 63.9%+24.5pp | 72.6%+15.9pp | 67.9%+20.6pp |
| Annual return | -4.97% | -13.67%+8.7pp | 701.18%-706.1pp | -7.84%+2.9pp |
| Employer contribution / active EE | $1,992 | $2,218-10.2% | $3,009-33.8% | $2,596-23.3% |
| Participant deferral / active EE | $2,370 | $3,246-27.0% | $4,395-46.1% | $4,027-41.2% |
| Admin fee / account holder | $5,553 | $4,395+26.3% | $5,329+4.2% | $5,403+2.8% |