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 | $104,392 | $135,635-23.0% | $110,238-5.3% | $135,375-22.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.20% | 513.19%-520.4pp | 314.74%-321.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $5,318 | $4,906+8.4% | $3,826+39.0% | $4,779+11.3% |
| Participant deferral / active EE | $5,198 | $5,506-5.6% | $4,672+11.3% | $5,609-7.3% |
| Admin fee / account holder | $1,526 | $11,457-86.7% | $8,547-82.1% | $10,827-85.9% |