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 | $101,893 | $44,103+131.0% | $75,826+34.4% | $64,186+58.7% |
| Participation rate | 100.0% | 62.7%+37.3pp | 68.2%+31.8pp | 69.6%+30.4pp |
| Annual return | -5.15% | -4.72%-0.4pp | 1914.15%-1919.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $7,644 | $1,446+428.7% | $1,913+299.5% | $2,381+221.1% |
| Participant deferral / active EE | $4,622 | $2,204+109.7% | $2,862+61.5% | $3,470+33.2% |
| Admin fee / account holder | $646 | $3,506-81.6% | $4,726-86.3% | $4,888-86.8% |