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 | $18,374 | $97,757-81.2% | $83,848-78.1% | $135,375-86.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.57% | 1287.37%-1290.9pp | 850.88%-854.5pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,997 | $4,222-52.7% | $3,631-45.0% | $4,779-58.2% |
| Participant deferral / active EE | $3,160 | $4,682-32.5% | $4,082-22.6% | $5,609-43.7% |
| Admin fee / account holder | $1,071 | $6,674-83.9% | $5,478-80.4% | $10,827-90.1% |