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 | $47,234 | $138,044-65.8% | $125,339-62.3% | $134,475-64.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -3.95% | 750.33%-754.3pp | 572.05%-576.0pp | 417.96%-421.9pp |
| Employer contribution / active EE | $4,532 | $5,243-13.6% | $4,814-5.9% | $4,740-4.4% |
| Participant deferral / active EE | $7,877 | $7,799+1.0% | $7,446+5.8% | $6,400+23.1% |
| Admin fee / account holder | $421 | $11,571-96.4% | $10,010-95.8% | $11,426-96.3% |