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 7-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 | $35,307 | $95,862-63.2% | $79,550-55.6% | $134,475-73.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.08% | -2.69%-16.4pp | 0.16%-19.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $993 | $3,128-68.3% | $2,413-58.9% | $4,740-79.1% |
| Participant deferral / active EE | $14,160 | $4,693+201.7% | $3,985+255.3% | $6,400+121.3% |
| Admin fee / account holder | $396 | $9,126-95.7% | $6,832-94.2% | $11,426-96.5% |