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 | $14,495 | $95,193-84.8% | $76,523-81.1% | $135,375-89.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.95% | 4.85%-14.8pp | -0.27%-9.7pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,800 | $3,302-15.2% | $2,647+5.8% | $4,779-41.4% |
| Participant deferral / active EE | $2,386 | $4,639-48.6% | $3,835-37.8% | $5,609-57.5% |
| Admin fee / account holder | $977 | $6,249-84.4% | $4,848-79.8% | $10,827-91.0% |