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 | $49,880 | $92,703-46.2% | $82,719-39.7% | $134,475-62.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.66% | 944.92%-959.6pp | 701.18%-715.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $4,225 | $3,274+29.0% | $3,009+40.4% | $4,740-10.9% |
| Participant deferral / active EE | $7,238 | $4,802+50.7% | $4,395+64.7% | $6,400+13.1% |
| Admin fee / account holder | $3,777 | $5,983-36.9% | $5,329-29.1% | $11,426-66.9% |