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 | $39,706 | $95,862-58.6% | $79,550-50.1% | $134,475-70.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -8.52% | -2.69%-5.8pp | 0.16%-8.7pp | 417.96%-426.5pp |
| Employer contribution / active EE | $5,618 | $3,128+79.6% | $2,413+132.8% | $4,740+18.5% |
| Participant deferral / active EE | $10,160 | $4,693+116.5% | $3,985+154.9% | $6,400+58.8% |
| Admin fee / account holder | $3,452 | $9,126-62.2% | $6,832-49.5% | $11,426-69.8% |