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 | $18,838 | $82,664-77.2% | $125,339-85.0% | $68,494-72.5% |
| Participation rate | 89.5% | 75.0%+14.4pp | 82.4%+7.1pp | 67.9%+21.6pp |
| Annual return | -6.04% | -5.97%-0.1pp | 572.05%-578.1pp | -7.84%+1.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,078 | $6,110-16.9% | $7,446-31.8% | $4,027+26.1% |
| Admin fee / account holder | $1,651 | $6,275-73.7% | $10,010-83.5% | $5,403-69.4% |