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 | $23,955 | $73,102-67.2% | $123,544-80.6% | $56,287-57.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -6.39% | 3.01%-9.4pp | 119.20%-125.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $2,285 | $2,977-23.2% | $4,628-50.6% | $2,111+8.3% |
| Participant deferral / active EE | $6,921 | $5,423+27.6% | $6,426+7.7% | $3,350+106.6% |
| Admin fee / account holder | $1,605 | $554+189.9% | $9,284-82.7% | $521+208.1% |