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 | $11,643 | $27,641-57.9% | $61,373-81.0% | $68,494-83.0% |
| Participation rate | 77.6% | 39.5%+38.1pp | 52.6%+25.0pp | 67.9%+9.7pp |
| Annual return | -20.22% | -13.24%-7.0pp | 338.61%-358.8pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,434 | $695+250.0% | $1,159+110.0% | $2,596-6.2% |
| Participant deferral / active EE | $1,455 | $1,263+15.1% | $2,125-31.5% | $4,027-63.9% |
| Admin fee / account holder | $811 | $2,010-59.6% | $2,130-61.9% | $5,403-85.0% |