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 6-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 | $22,293 | $82,286-72.9% | $68,791-67.6% | $134,475-83.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.94% | -2.19%-12.7pp | -6.38%-8.6pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,296 | $3,301-30.4% | $2,655-13.5% | $4,740-51.6% |
| Participant deferral / active EE | $9,550 | $4,739+101.5% | $3,941+142.3% | $6,400+49.2% |
| Admin fee / account holder | $840 | $6,481-87.0% | $4,932-83.0% | $11,426-92.6% |