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 | $27,900 | $54,350-48.7% | $82,719-66.3% | $68,494-59.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.44% | -13.67%-3.8pp | 701.18%-718.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,424 | $2,218-35.8% | $3,009-52.7% | $2,596-45.2% |
| Participant deferral / active EE | $2,773 | $3,246-14.6% | $4,395-36.9% | $4,027-31.2% |
| Admin fee / account holder | $9,409 | $4,395+114.1% | $5,329+76.6% | $5,403+74.1% |