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 | $46,258 | $92,703-50.1% | $82,719-44.1% | $134,475-65.6% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -20.32% | 944.92%-965.2pp | 701.18%-721.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $4,167 | $3,274+27.3% | $3,009+38.5% | $4,740-12.1% |
| Participant deferral / active EE | $11,133 | $4,802+131.8% | $4,395+153.3% | $6,400+74.0% |
| Admin fee / account holder | $530 | $5,983-91.1% | $5,329-90.0% | $11,426-95.4% |