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 8-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 | $19,924 | $42,867-53.5% | $75,886-73.7% | - |
| Participation rate | 0.0% | 44.2%-44.2pp | 69.3%-69.3pp | - |
| Annual return | 19.11% | 25.39%-6.3pp | 30.76%-11.6pp | - |
| Employer contribution / active EE | $0 | $807-100.0% | $2,500-100.0% | - |
| Participant deferral / active EE | $0 | $2,133-100.0% | $3,603-100.0% | - |
| Admin fee / account holder | $9,821 | $3,812+157.6% | $5,418+81.2% | - |