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 8-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 | $49,769 | $138,044-63.9% | $125,339-60.3% | $134,475-63.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.71% | 750.33%-761.0pp | 572.05%-582.8pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,365 | $5,243-74.0% | $4,814-71.6% | $4,740-71.2% |
| Participant deferral / active EE | $6,354 | $7,799-18.5% | $7,446-14.7% | $6,400-0.7% |
| Admin fee / account holder | $4,031 | $11,571-65.2% | $10,010-59.7% | $11,426-64.7% |