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 7-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 | $15,717 | $106,543-85.2% | $91,220-82.8% | $134,475-88.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.16% | 160.60%-179.8pp | 114.01%-133.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,618 | $3,331-51.4% | $2,850-43.2% | $4,740-65.9% |
| Participant deferral / active EE | $3,568 | $4,719-24.4% | $4,234-15.7% | $6,400-44.2% |
| Admin fee / account holder | $326 | $6,231-94.8% | $5,420-94.0% | $11,426-97.1% |