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 | $20,891 | $54,350-61.6% | $82,719-74.7% | $68,494-69.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.68% | -13.67%-4.0pp | 701.18%-718.9pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,477 | $2,218-33.4% | $3,009-50.9% | $2,596-43.1% |
| Participant deferral / active EE | $3,998 | $3,246+23.2% | $4,395-9.0% | $4,027-0.7% |
| Admin fee / account holder | $571 | $4,395-87.0% | $5,329-89.3% | $5,403-89.4% |