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 | $87,854 | $138,065-36.4% | $123,544-28.9% | $135,375-35.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.34% | 153.68%-154.0pp | 119.20%-119.5pp | 519.73%-520.1pp |
| Employer contribution / active EE | $2,867 | $5,151-44.4% | $4,628-38.1% | $4,779-40.0% |
| Participant deferral / active EE | $9,793 | $6,799+44.0% | $6,426+52.4% | $5,609+74.6% |
| Admin fee / account holder | $1,542 | $10,916-85.9% | $9,284-83.4% | $10,827-85.8% |