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 | $139,583 | $88,594+57.6% | $70,092+99.1% | $134,475+3.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -4.39% | 442.67%-447.1pp | 190.73%-195.1pp | 417.96%-422.4pp |
| Employer contribution / active EE | $1,549 | $3,233-52.1% | $2,559-39.5% | $4,740-67.3% |
| Participant deferral / active EE | $2,556 | $4,772-46.4% | $3,849-33.6% | $6,400-60.1% |
| Admin fee / account holder | $7,265 | $10,441-30.4% | $6,267+15.9% | $11,426-36.4% |