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 | $56,214 | $168,632-66.7% | $147,614-61.9% | $125,391-55.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.58% | 77.65%-81.2pp | 61.98%-65.6pp | 282.22%-285.8pp |
| Employer contribution / active EE | $6,154 | $6,252-1.6% | $5,564+10.6% | $4,866+26.5% |
| Participant deferral / active EE | $3,047 | $5,507-44.7% | $4,895-37.8% | $5,352-43.1% |
| Admin fee / account holder | $2,399 | $13,580-82.3% | $11,611-79.3% | $9,540-74.9% |