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 | $30,509 | $56,199-45.7% | $67,652-54.9% | $59,632-48.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.98% | 18505.31%-18507.3pp | 6625.04%-6627.0pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,471 | $1,614-8.9% | $2,266-35.1% | $2,203-33.2% |
| Participant deferral / active EE | $1,955 | $2,844-31.3% | $3,560-45.1% | $3,192-38.7% |
| Admin fee / account holder | $1,378 | $3,958-65.2% | $4,821-71.4% | $4,297-67.9% |