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 | $43,959 | $104,106-57.8% | $71,086-38.2% | $135,375-67.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -8.81% | 1256.30%-1265.1pp | 650.59%-659.4pp | 519.73%-528.5pp |
| Employer contribution / active EE | $10,361 | $1,485+597.7% | $1,088+852.6% | $4,779+116.8% |
| Participant deferral / active EE | $4,643 | $2,527+83.7% | $1,874+147.7% | $5,609-17.2% |
| Admin fee / account holder | $303 | $4,142-92.7% | $3,082-90.2% | $10,827-97.2% |