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 | $43,623 | $92,703-52.9% | $82,719-47.3% | $134,475-67.6% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -8.84% | 944.92%-953.8pp | 701.18%-710.0pp | 417.96%-426.8pp |
| Employer contribution / active EE | $3,906 | $3,274+19.3% | $3,009+29.8% | $4,740-17.6% |
| Participant deferral / active EE | $2,453 | $4,802-48.9% | $4,395-44.2% | $6,400-61.7% |
| Admin fee / account holder | $312 | $5,983-94.8% | $5,329-94.1% | $11,426-97.3% |