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 8-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 | $40,781 | $88,594-54.0% | $70,092-41.8% | $134,475-69.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -18.78% | 442.67%-461.4pp | 190.73%-209.5pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,584 | $3,233-51.0% | $2,559-38.1% | $4,740-66.6% |
| Participant deferral / active EE | $13,204 | $4,772+176.7% | $3,849+243.1% | $6,400+106.3% |
| Admin fee / account holder | $376 | $10,441-96.4% | $6,267-94.0% | $11,426-96.7% |