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 | $42,832 | $32,117+33.4% | $71,086-39.7% | $64,186-33.3% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -8.63% | -5.57%-3.1pp | 650.59%-659.2pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,284 | $712+80.3% | $1,088+18.1% | $2,381-46.1% |
| Participant deferral / active EE | $3,244 | $1,263+156.8% | $1,874+73.1% | $3,470-6.5% |
| Admin fee / account holder | $2,919 | $2,759+5.8% | $3,082-5.3% | $4,888-40.3% |