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 | $13,262 | $27,641-52.0% | $61,373-78.4% | $68,494-80.6% |
| Participation rate | 72.1% | 39.5%+32.6pp | 52.6%+19.6pp | 67.9%+4.2pp |
| Annual return | -16.78% | -13.24%-3.5pp | 338.61%-355.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,034 | $695+48.7% | $1,159-10.8% | $2,596-60.2% |
| Participant deferral / active EE | $1,768 | $1,263+40.0% | $2,125-16.8% | $4,027-56.1% |
| Admin fee / account holder | $682 | $2,010-66.1% | $2,130-68.0% | $5,403-87.4% |