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 | $86,516 | $92,703-6.7% | $82,719+4.6% | $134,475-35.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.87% | 944.92%-960.8pp | 701.18%-717.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $4,954 | $3,274+51.3% | $3,009+64.6% | $4,740+4.5% |
| Participant deferral / active EE | $13,146 | $4,802+173.8% | $4,395+199.1% | $6,400+105.4% |
| Admin fee / account holder | $8,572 | $5,983+43.3% | $5,329+60.9% | $11,426-25.0% |