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 | $40,609 | $82,664-50.9% | $125,339-67.6% | $68,494-40.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -2.96% | -5.97%+3.0pp | 572.05%-575.0pp | -7.84%+4.9pp |
| Employer contribution / active EE | $1,854 | $3,381-45.2% | $4,814-61.5% | $2,596-28.6% |
| Participant deferral / active EE | $6,052 | $6,110-1.0% | $7,446-18.7% | $4,027+50.3% |
| Admin fee / account holder | $2,581 | $6,275-58.9% | $10,010-74.2% | $5,403-52.2% |