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 | $29,997 | $138,044-78.3% | $125,339-76.1% | $134,475-77.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.30% | 750.33%-763.6pp | 572.05%-585.4pp | 417.96%-431.3pp |
| Employer contribution / active EE | $4,514 | $5,243-13.9% | $4,814-6.2% | $4,740-4.8% |
| Participant deferral / active EE | $13,034 | $7,799+67.1% | $7,446+75.0% | $6,400+103.7% |
| Admin fee / account holder | $10,686 | $11,571-7.7% | $10,010+6.8% | $11,426-6.5% |