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 6-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 | $19,833 | $27,641-28.2% | $61,373-67.7% | $68,494-71.0% |
| Participation rate | 71.3% | 39.5%+31.8pp | 52.6%+18.7pp | 67.9%+3.4pp |
| Annual return | -19.86% | -13.24%-6.6pp | 338.61%-358.5pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,596 | $695+129.5% | $1,159+37.7% | $2,596-38.5% |
| Participant deferral / active EE | $2,652 | $1,263+109.9% | $2,125+24.8% | $4,027-34.2% |
| Admin fee / account holder | $633 | $2,010-68.5% | $2,130-70.3% | $5,403-88.3% |