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 | $25,369 | $54,350-53.3% | $82,719-69.3% | $68,494-63.0% |
| Participation rate | 81.0% | 63.9%+17.0pp | 72.6%+8.4pp | 67.9%+13.1pp |
| Annual return | -8.72% | -13.67%+4.9pp | 701.18%-709.9pp | -7.84%-0.9pp |
| Employer contribution / active EE | $2,575 | $2,218+16.1% | $3,009-14.4% | $2,596-0.8% |
| Participant deferral / active EE | $3,379 | $3,246+4.1% | $4,395-23.1% | $4,027-16.1% |
| Admin fee / account holder | $1,433 | $4,395-67.4% | $5,329-73.1% | $5,403-73.5% |