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 5-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 | $70,001 | $106,543-34.3% | $91,220-23.3% | $134,475-47.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -8.97% | 160.60%-169.6pp | 114.01%-123.0pp | 417.96%-426.9pp |
| Employer contribution / active EE | $19,367 | $3,331+481.5% | $2,850+579.5% | $4,740+308.6% |
| Participant deferral / active EE | $19,284 | $4,719+308.7% | $4,234+355.5% | $6,400+201.3% |
| Admin fee / account holder | $566 | $6,231-90.9% | $5,420-89.6% | $11,426-95.0% |