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 | $35,296 | $138,065-74.4% | $123,544-71.4% | $135,375-73.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.18% | 153.68%-156.9pp | 119.20%-122.4pp | 519.73%-522.9pp |
| Employer contribution / active EE | $10,555 | $5,151+104.9% | $4,628+128.1% | $4,779+120.9% |
| Participant deferral / active EE | $5,226 | $6,799-23.1% | $6,426-18.7% | $5,609-6.8% |
| Admin fee / account holder | $18,253 | $10,916+67.2% | $9,284+96.6% | $10,827+68.6% |