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 | $45,998 | $160,055-71.3% | $140,016-67.1% | $135,375-66.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.32% | 911.38%-916.7pp | 651.12%-656.4pp | 519.73%-525.1pp |
| Employer contribution / active EE | $4,801 | $6,420-25.2% | $5,606-14.4% | $4,779+0.5% |
| Participant deferral / active EE | $11,525 | $7,642+50.8% | $6,927+66.4% | $5,609+105.5% |
| Admin fee / account holder | $3,731 | $13,328-72.0% | $10,705-65.2% | $10,827-65.5% |