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 | $73,628 | $160,055-54.0% | $140,016-47.4% | $135,375-45.6% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -7.16% | 911.38%-918.5pp | 651.12%-658.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,392 | $6,420-62.7% | $5,606-57.3% | $4,779-50.0% |
| Participant deferral / active EE | $6,547 | $7,642-14.3% | $6,927-5.5% | $5,609+16.7% |
| Admin fee / account holder | $22,173 | $13,328+66.4% | $10,705+107.1% | $10,827+104.8% |