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 | $14,433 | $75,828-81.0% | $147,614-90.2% | $59,632-75.8% |
| Participation rate | 91.3% | 71.6%+19.7pp | 84.6%+6.7pp | 68.7%+22.6pp |
| Annual return | -2.01% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $2,039 | $3,485-41.5% | $5,564-63.4% | $2,203-7.4% |
| Participant deferral / active EE | $1,893 | $3,130-39.5% | $4,895-61.3% | $3,192-40.7% |
| Admin fee / account holder | $3,740 | $5,985-37.5% | $11,611-67.8% | $4,297-13.0% |