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 | $50,389 | $159,106-68.3% | $110,238-54.3% | - |
| Participation rate | 0.0% | 75.5%-75.5pp | 79.8%-79.8pp | - |
| Annual return | -4.24% | -5.88%+1.6pp | 314.74%-319.0pp | - |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,826-100.0% | - |
| Participant deferral / active EE | $0 | $3,490-100.0% | $4,672-100.0% | - |
| Admin fee / account holder | $5,025 | $9,628-47.8% | $8,547-41.2% | - |