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 | $10,451 | $30,732-66.0% | $59,496-82.4% | $59,632-82.5% |
| Participation rate | 80.8% | 43.2%+37.6pp | 54.6%+26.2pp | 68.7%+12.1pp |
| Annual return | -0.35% | 4.47%-4.8pp | 182.05%-182.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $254 | $631-59.7% | $1,153-78.0% | $2,203-88.5% |
| Participant deferral / active EE | $800 | $1,183-32.4% | $1,829-56.3% | $3,192-74.9% |
| Admin fee / account holder | $513 | $2,136-76.0% | $2,232-77.0% | $4,297-88.1% |