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 | $8,137 | $84,402-90.4% | $61,373-86.7% | $134,475-93.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.06% | 584.55%-601.6pp | 338.61%-355.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,757 | $1,544+13.7% | $1,159+51.5% | $4,740-62.9% |
| Participant deferral / active EE | $2,321 | $2,819-17.7% | $2,125+9.2% | $6,400-63.7% |
| Admin fee / account holder | $654 | $2,585-74.7% | $2,130-69.3% | $11,426-94.3% |