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 | $13,736 | $95,862-85.7% | $79,550-82.7% | $134,475-89.8% |
| Participation rate | 76.5% | 75.0%+1.4pp | 69.5%+7.0pp | 81.2%-4.8pp |
| Annual return | -20.57% | -2.69%-17.9pp | 0.16%-20.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $9,330 | $3,128+198.3% | $2,413+286.6% | $4,740+96.8% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $495 | $9,126-94.6% | $6,832-92.8% | $11,426-95.7% |