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 9-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 | $21,220 | $92,703-77.1% | $82,719-74.3% | $134,475-84.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.23% | 944.92%-960.1pp | 701.18%-716.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,999 | $3,274-8.4% | $3,009-0.3% | $4,740-36.7% |
| Participant deferral / active EE | $3,180 | $4,802-33.8% | $4,395-27.6% | $6,400-50.3% |
| Admin fee / account holder | $4,598 | $5,983-23.1% | $5,329-13.7% | $11,426-59.8% |