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 | $19,822 | $93,024-78.7% | $77,024-74.3% | $134,475-85.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.65% | 62.60%-82.2pp | 42.32%-62.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,928 | $3,418-14.3% | $2,812+4.1% | $4,740-38.2% |
| Participant deferral / active EE | $5,373 | $5,238+2.6% | $4,426+21.4% | $6,400-16.1% |
| Admin fee / account holder | $324 | $6,944-95.3% | $5,425-94.0% | $11,426-97.2% |