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 7-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 | $62,332 | $92,703-32.8% | $82,719-24.6% | $134,475-53.6% |
| Participation rate | 73.3% | 75.2%-1.9pp | 72.6%+0.8pp | 81.2%-7.9pp |
| Annual return | -19.08% | 944.92%-964.0pp | 701.18%-720.3pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,415 | $3,274+34.9% | $3,009+46.7% | $4,740-6.8% |
| Participant deferral / active EE | $7,938 | $4,802+65.3% | $4,395+80.6% | $6,400+24.0% |
| Admin fee / account holder | $603 | $5,983-89.9% | $5,329-88.7% | $11,426-94.7% |