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 | $25,122 | $27,641-9.1% | $61,373-59.1% | $68,494-63.3% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -17.14% | -13.24%-3.9pp | 338.61%-355.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $4,829 | $695+594.3% | $1,159+316.5% | $2,596+86.0% |
| Participant deferral / active EE | $3,333 | $1,263+163.9% | $2,125+56.9% | $4,027-17.2% |
| Admin fee / account holder | $342 | $2,010-83.0% | $2,130-84.0% | $5,403-93.7% |