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 | $95,863 | $180,449-46.9% | $154,107-37.8% | $135,375-29.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.63% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,715 | $6,035-71.6% | $5,298-67.6% | $4,779-64.1% |
| Participant deferral / active EE | $10,199 | $5,806+75.7% | $5,081+100.7% | $5,609+81.8% |
| Admin fee / account holder | $1,420 | $16,143-91.2% | $13,411-89.4% | $10,827-86.9% |