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 | $16,250 | $54,350-70.1% | $82,719-80.4% | $68,494-76.3% |
| Participation rate | 93.1% | 63.9%+29.2pp | 72.6%+20.6pp | 67.9%+25.2pp |
| Annual return | -18.99% | -13.67%-5.3pp | 701.18%-720.2pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,602 | $2,218-27.8% | $3,009-46.8% | $2,596-38.3% |
| Participant deferral / active EE | $3,809 | $3,246+17.3% | $4,395-13.3% | $4,027-5.4% |
| Admin fee / account holder | $927 | $4,395-78.9% | $5,329-82.6% | $5,403-82.8% |