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 | $15,664 | $45,152-65.3% | $73,843-78.8% | $59,632-73.7% |
| Participation rate | 95.7% | 64.0%+31.7pp | 73.4%+22.3pp | 68.7%+27.1pp |
| Annual return | -1.34% | 27.40%-28.7pp | 2267.84%-2269.2pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $897 | $1,902-52.8% | $2,787-67.8% | $2,203-59.3% |
| Participant deferral / active EE | $3,541 | $2,574+37.6% | $3,583-1.2% | $3,192+10.9% |
| Admin fee / account holder | $2,000 | $3,516-43.1% | $4,880-59.0% | $4,297-53.5% |