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 | $84,838 | $92,703-8.5% | $82,719+2.6% | $134,475-36.9% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -15.38% | 944.92%-960.3pp | 701.18%-716.6pp | 417.96%-433.3pp |
| Employer contribution / active EE | $4,611 | $3,274+40.9% | $3,009+53.3% | $4,740-2.7% |
| Participant deferral / active EE | $6,792 | $4,802+41.4% | $4,395+54.5% | $6,400+6.1% |
| Admin fee / account holder | $3,159 | $5,983-47.2% | $5,329-40.7% | $11,426-72.4% |