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 | $38,434 | $54,350-29.3% | $82,719-53.5% | $68,494-43.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -1.06% | -13.67%+12.6pp | 701.18%-702.2pp | -7.84%+6.8pp |
| Employer contribution / active EE | $1,175 | $2,218-47.0% | $3,009-61.0% | $2,596-54.8% |
| Participant deferral / active EE | $3,410 | $3,246+5.0% | $4,395-22.4% | $4,027-15.3% |
| Admin fee / account holder | $3,936 | $4,395-10.4% | $5,329-26.1% | $5,403-27.1% |