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 | $40,195 | $54,350-26.0% | $82,719-51.4% | $68,494-41.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.64% | -13.67%0pp | 701.18%-714.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,801 | $2,218-18.8% | $3,009-40.1% | $2,596-30.6% |
| Participant deferral / active EE | $4,099 | $3,246+26.3% | $4,395-6.7% | $4,027+1.8% |
| Admin fee / account holder | $3,126 | $4,395-28.9% | $5,329-41.3% | $5,403-42.1% |